CNL Securities Corp.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 10356
- Registered since
- November 25, 1981
- Website
- www.cnlsecurities.com
Firm profile
FINTRXOverview
CNL Securities Corp. is organized as a corporation and has been SEC-registered since 1981. The ownership is listed as a domestic entity and individual combination, and the firm is categorized as unclassified in the available record. The firm is not identified as a capital allocator and is not active on ESG investing. It is not designated as a multistate adviser, is not newly formed, and is not recorded as a pension consultant or as a related adviser to another registered firm. Specific business activities and advisory services are not detailed in the provided material.
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
2 of 2
Kathleen Boyce
Chief Compliance OfficerCRD 3086688
Tracy Turner
CFO/FINOPCRD 6122300
Contacts
3 of 26
Julie Eason
Senior Vice PresidentCRD 7112108
Bradley Yochum
CCOCRD 6232818
Casey Caldwell
Due DilligenceCRD 6267535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 450 S Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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