NEXBANK SECURITIES INC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
133267
Registered since
May 6, 2005

Firm profile

FINTRX

Overview

Nexbank Securities Inc is a corporate broker-dealer/registered entity that has been SEC-registered since 2005. The firm is owned by a combination of a domestic entity and an individual and is classified in the record as unclassified. The profile flags that the firm does not operate as a capital allocator and is not designated as a multi-state or newly formed adviser. It is also not marked as an active ESG investor. The public record does not list detailed advisory or business activity descriptions, client segmentation, or fee models, so Nexbank Securities’s visible footprint is limited to its regulatory standing and a small set of operational characteristics captured in filings.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 34%, Cash & Cash Equivalents 2%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • STACY HODGES

    Chief Financial OfficerCRD 2544755

  • DAVID HOLT

    Chief Compliance OfficerCRD 2426935

  • LEONARD LUBRANO

    ContractorCRD 1091164

Contacts

3 of 5
  • JEFFREY GEARHART

    CRD 2443490

  • KENNETH HANKS

    DirectorCRD 1812450

  • MARY LEWIS

    CRD 2942814

Unlock 2 more contacts

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

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 McKinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth