Nexbank Securities Inc
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 133267
- Registered since
- May 6, 2005
- Website
- www.nexbank.com
Firm profile
FINTRXOverview
Nexbank Securities Inc. is a corporate securities firm that has been registered with the SEC since 2005. The firm is owned by a combination of a domestic entity and individual ownership interests. Available data does not identify discrete advisory product lines or client segments, and it is not classified as a capital allocator. Nexbank Securities does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities34%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
David Holt
Chief Compliance OfficerCRD 2426935
Stacy Hodges
Chief Financial OfficerCRD 2544755
Leonard Lubrano
ContractorCRD 1091164
Contacts
3 of 8Kenneth Hanks
DirectorCRD 1812450
Mary Lewis
CRD 2942814
Joanna Rotter
Director of MarketingCRD 4463058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 2515 Mc Kinney Ave
- Time zone
- CT (UTC-6)
- Office locations
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