IOA SECURITIES, LLC
Firm details
- Headquarters
- LONGWOOD, Florida
- CRD number
- 304185
- Registered since
- August 6, 2020
Firm profile
FINTRXOverview
IOA Securities, LLC is organized as a limited liability company and is listed as SEC-registered since 2020. FINTRX classifies the firm as "Unclassified" and records the owner type as both a domestic entity and an individual. The profile indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not recorded as a multi-state adviser or a related adviser. FINTRX does not provide descriptions of the firm's advisory activities, fee schedule, client types, or broader business lines.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2CAROL KINZER
FinOpCRD 4519471
Thomas Meyers
Investment Advisor RepresentativeCRD 7059696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONGWOOD, FL
SEMINOLE
Location
LONGWOOD, FL
Headquartered in LONGWOOD, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- SEMINOLE
- Address
- 1855 W State Road 434
- Time zone
- ET (UTC-5)
- Office locations
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