Secu Brokerage Services

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
258
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
19899
Registered since
July 15, 1987

Firm profile

FINTRX

Overview

Secu Brokerage Services is organized as a corporation and first registered with the SEC in 1987. FINTRX classifies the firm as unclassified; ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not flag active ESG investing. It is not listed as a multistate adviser, is not newly formed, and does not advertise pension consulting or a related-adviser relationship in the available data. The dataset does not include descriptions of the firm’s advisory activities, business lines, fee schedules, or client segments, so its core services and target clientele are not specified here.

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
  • Stacey Waddell

    Stacey Waddell

    President/Chief Executive OfficerCRD 5526230

Contacts

3 of 257
  • Ioulia Link

    Ioulia Link

    Financial Advisory ServicesCRD 5647947

  • Aaron Sauls

    AgentCRD 5648250

  • Philip Lahr

    Philip Lahr

    Investment Advisor RepresentativeCRD 5716783

Unlock 254 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
801 Hillsborough St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth