Secu Brokerage Services
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 19899
- Registered since
- July 15, 1987
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stacey Waddell
President/Chief Executive OfficerCRD 5526230
Contacts
3 of 257
Ioulia Link
Financial Advisory ServicesCRD 5647947
Aaron Sauls
AgentCRD 5648250

Philip Lahr
Investment Advisor RepresentativeCRD 5716783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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