Nexbank Securities Inc

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
10
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 small, SEC-registered securities corporation that has been on the books since 2005. The firm is organized as a domestic entity with individual ownership elements and is classified in the dataset as unclassified. It does not present itself as a capital allocator, is not designated a multi-state adviser, and is not listed as an active ESG investor, pension consultant, or related adviser in the available data. Business activity and advisory specifics were not provided in the source material, but the firm’s structure and registration status point to a broker-dealer/securities firm profile rather than a large, multi-state RIA platform.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    David Holt

    Chief Compliance OfficerCRD 2426935

  • Leonard Lubrano

    Leonard Lubrano

    ContractorCRD 1091164

Contacts

3 of 7
  • Jeffrey Gearhart

    Jeffrey Gearhart

    CRD 2443490

  • Kenneth Hanks

    DirectorCRD 1812450

  • Mary Lewis

    CRD 2942814

Unlock 4 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 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth