IOA Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Longwood, Florida
CRD number
304185
Registered since
August 6, 2020

Firm profile

FINTRX

Overview

IOA Securities, LLC is organized as a limited liability company. Public filings and the dataset provide only limited operational detail: the firm is classified as "Unclassified" and ownership is identified as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator, does not identify as an ESG investor, and is not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser. Specifics about its fee schedule, advisory services, target client segments, and business activities are not included in the available material.

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

1 of 1
  • Thomas Meyers

    CEO and CCOCRD 7059696

Contacts

1 of 1
  • Carol Kinzer

    FinOpCRD 4519471

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Longwood, FL

Seminole

Location

Longwood, FL

Headquartered in Longwood, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Seminole
Address
1855 W State Road 434
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth