Reagan Securities, Inc.

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
156034
Registered since
February 2, 2012

Firm profile

FINTRX

Overview

Reagan Securities, Inc. is organized as a corporation and is classified in the source data as an investment bank. The firm registered with the SEC in 2012. Ownership is listed as a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not active on ESG engagement; it is not identified as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. The firm did not supply descriptions of advisory or other business activities in the available record.

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
  • Kevin Stipe

    Kevin Stipe

    Partner and Chief Executive OfficerCRD 1390642

Contacts

3 of 16
  • Eric Mitchell

    Eric Mitchell

    Senior AnalystCRD 7831199

  • Mark Crites

    Mark Crites

    PartnerCRD 6094476

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3495 Piedmont Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth