Midland Securities, Ltd

Broker-DealerFINRA MemberEst. 1989
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
23736
Registered since
March 3, 1989

Firm profile

FINTRX

Overview

Midland Securities, Ltd is organized as a partnership and is SEC-registered since 1989. FINTRX identifies the ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified. The dataset does not provide a breakdown of the firm's client types, fee schedule, or the specific advisory services it conducts. FINTRX flags indicate the firm is not a capital allocator, not active on ESG initiatives, not a pension consultant, and not recorded as a related adviser.

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

Owners & executives

1 of 1
  • Bradford Phillips

    Bradford Phillips

    Chairman of the Board & CEOCRD 1730426

Contacts

3 of 8
  • Adam Farrell

    Adam Farrell

    Managing DirectorCRD 1393506

  • Stephen Lipkin

    Stephen Lipkin

    Managing DirectorCRD 1453273

  • Eric Zurla

    Eric Zurla

    Senior Vice PresidentCRD 1552257

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1605 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth