Directtrade Securities, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Gig Harbor, Washington
CRD number
315469
Registered since
November 15, 2022

Firm profile

FINTRX

Overview

Directtrade Securities, LLC is organized as a limited liability company and appears in SEC registration records with a 2022 registration year. The firm is owned by a combination of a domestic entity and an individual and is classified in the source as "unclassified." The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the provided data. Details about its advisory activities, business model, client focus, or fee structure were not supplied.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jeffrey Sims

    Jeffrey Sims

    Managing DirectorCRD 3247374

  • Kelly Barker

    Kelly Barker

    Founder & PresidentCRD 1461293

  • Jacy Hixon

    PresidentCRD 2868818

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Gig Harbor, WA

Pierce

Location

Gig Harbor, WA

Headquartered in Gig Harbor, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
7708 84th Avenue Ct Nw
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth