Waterview Securities, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 147300
- Registered since
- September 16, 2008
- Website
- waterview-ib.com
Firm profile
FINTRXOverview
Waterview Securities, Inc. is organized as a corporation and appears in SEC registration records with an initial registration year of 2008. Ownership is listed as individual and the firm is classified as unclassified in the snapshot data. The firm does not report acting as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided descriptive detail about its advisory or business activities in the available profile.
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
Contacts
3 of 3
Larry Starks
FounderCRD 4297708
Robert Hamm
Managing DirectorCRD 4294222
Shelby Laidlaw
Vice PresidentCRD 6816319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 12770 Coit Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ACC Securities, LLC
Broker-DealerDallas, TX
Nexpoint Securities, Inc.
Broker-DealerDallas, TX
Hilltop Securities Inc.
Broker-DealerDallas, TX
M&Co Securities LLC
Broker-DealerDallas, TX
Maplewood Investments, Inc.
Broker-DealerDallas, TX
Texas Corporate Capital Advisors
Broker-DealerDallas, TX