IOA Securities, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Longwood, Florida
CRD number
304185
Registered since
August 6, 2020

Firm profile

FINTRX

Overview

IOA Securities, LLC is an LLC that appears in SEC records as having registered in 2020. The firm is listed as owned by a combination of a domestic entity and an individual and is categorized in the source data as "unclassified." According to the dataset, IOA Securities is not identified as a capital allocator, does not market itself as an active ESG investor, is not designated a multi-state adviser, and is not flagged as a pension consultant or related adviser. The source provides limited detail on the firm's advisory activities, client segments, or fee models, so there is no further disclosure in this profile about service lines or investment positioning.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Carol Kinzer

    FinOpCRD 4519471

  • Thomas Meyers

    Investment Advisor RepresentativeCRD 7059696

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth