Midland Securities, Ltd

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
23736
Registered since
March 3, 1989

Firm profile

FINTRX

Overview

Midland Securities, Ltd. is organized as a partnership with ownership listed as a mix of a domestic entity and an individual. Public records from the source provide minimal detail about its business model: the firm’s classification is listed as unclassified and it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, or a pension consultant. Information about its fee schedule, specific advisory activities, client segments, and broader business activities was not provided in the dataset.

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

1 of 1
  • Bradford Phillips

    Bradford Phillips

    Chairman of the Board & CEOCRD 1730426

Contacts

3 of 8
  • Adam Farrell

    Adam Farrell

    Managing DirectorCRD 1393506

  • Stephen Lipkin

    Stephen Lipkin

    Managing DirectorCRD 1453273

  • Eric Zurla

    Eric Zurla

    Senior Vice PresidentCRD 1552257

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1605 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth