LFT SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
290210
Registered since
July 25, 2018

Firm profile

FINTRX

Overview

LFT Securities, LLC is organized as a limited liability company and is registered with the SEC since 2018. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available dataset and is not identified as a capital allocator. It is not flagged as an active ESG investor, not designated a multi-state adviser, and is not shown as a pension consultant or related adviser in the source material. The dataset does not provide details about the firm’s advisory or business activities, client types, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • DONALD POGAN

    Chief Product OfficerCRD 5611677

  • ROBERT JENKINS

    Chief Financial OfficerCRD 6030790

  • TIMOTHY BONACCI

    President, CEOCRD 4194271

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Contacts

3 of 19
  • Ryan Hall

    Global HeadCRD 6985023

  • KYLE MILLARD

    Client Onboarding OfficerCRD 6768063

  • SARAH WILLIAMS

    Customer Success ManagerCRD 7527342

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
425 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth