IOA Securities, LLC

Broker-DealerFINRA MemberEst. 2020
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 and is SEC-registered with an initial registration year of 2020. Ownership is recorded as a combination of a domestic entity and an individual. The firm does not identify as a multi-state adviser and is not classified under a specific advisory category in the available data. Regulatory and operational indicators in the snapshot show IOA Securities does not position itself as a capital allocator and is not an active ESG investor. Other business activity fields (client types, fee schedule, and advisory services) were not provided in the source material.

Assets & Accounts

Investments & Alternatives

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
  • Carol Kinzer

    FinOpCRD 4519471

  • Thomas Meyers

    Investment Advisor RepresentativeCRD 7059696

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth