Secu Brokerage Services

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
257
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
19899
Registered since
July 15, 1987

Firm profile

FINTRX

Overview

Secu Brokerage Services is organized as a corporation and is recorded in FINTRX as owned by a combination of a domestic entity and an individual. The firm is not identified within FINTRX’s standard advisory classifications (listed as Unclassified). Available records do not reflect that the firm operates as a capital allocator, a pension consultant, a related adviser, or a multi-state adviser. FINTRX also indicates Secu Brokerage Services is not an active ESG investor. FINTRX provides limited detail about the firm’s investment strategies, client focus, or specific advisory activities. The firm’s public profile on FINTRX does not list investment preferences, fee structure, or client segments, so there is no granular information in this data set about how the firm sources managers or constructs portfolios.

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
  • Stacey Waddell

    Stacey Waddell

    President/Chief Executive OfficerCRD 5526230

Contacts

3 of 256
  • Ioulia Link

    Ioulia Link

    Financial Advisory ServicesCRD 5647947

  • Aaron Sauls

    AgentCRD 5648250

  • Philip Lahr

    Philip Lahr

    Investment Advisor RepresentativeCRD 5716783

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
801 Hillsborough St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth