Frontier Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
73
Avg account
$0

Firm details

Headquarters
Richmond, Virginia
CRD number
136102
Registered since
December 8, 2005

Firm profile

FINTRX

Overview

Frontier Securities operates as a limited liability company that is classified as an investment bank. Ownership is reported as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not active on ESG investing. It is not described as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser based on the supplied details.

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

Owners & executives

3 of 5
  • Lauren Hein

    Lauren Hein

    CEO & Co-FounderCRD 5530603

  • George Vick

    George Vick

    Chief Compliance Officer and Chief Operating OfficerCRD 3006623

  • Deborah Terry

    Deborah Terry

    Chief Financial OfficerCRD 5680197

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Contacts

3 of 68
  • Laurence Albukerk

    Laurence Albukerk

    Managing PartnerCRD 5697760

  • Akhil Patel

    Akhil Patel

    AnalystCRD 7138299

  • Resi Williams

    Resi Williams

    PrincipalCRD 5522497

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Richmond, VA

Henrico

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Henrico
Address
3307 Church Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth