Bullish Bob Bagley Securities, Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Garland, Texas
CRD number
24761
Registered since
August 14, 1989

Firm profile

FINTRX

Overview

Bullish Bob Bagley Securities, Inc. is a corporate broker-dealer/adviser entity that has been SEC-registered since 1989. The firm is individually owned and is classified in the data as Unclassified. FINTRX records flag it as not operating as a capital allocator and not positioning itself as an active ESG investor. The firm is not marked as a multistate adviser, a pension consultant, a related adviser or a newly formed adviser. Public-facing details about its advisory services, fee schedules and client segments are minimal in the available dataset.

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

Contacts

2 of 2
  • Robert Bagley

    Robert Bagley

    President, CCOCRD 10044

  • Robert Bagley

    Robert Bagley

    Vice PresidentCRD 2529749

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Garland, TX

Dallas

Location

Garland, TX

Headquartered in Garland, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
429 Country View Ln
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth