Secu Brokerage Services
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 19899
- Registered since
- July 15, 1987
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stacey Waddell
President/Chief Executive OfficerCRD 5526230
Contacts
3 of 256
Ioulia Link
Financial Advisory ServicesCRD 5647947
Aaron Sauls
AgentCRD 5648250

Philip Lahr
Investment Advisor RepresentativeCRD 5716783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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