Velocityhealth Securities, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
134616
Registered since
July 8, 2005

Firm profile

FINTRX

Overview

Velocityhealth Securities, Inc. is organized as a corporation and has been registered with the SEC since 2005. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it is not positioned as a capital allocator. The database also flags several firm attributes as negative: it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not identified as a related adviser. FINTRX does not provide detail on the firm's advisory services, business activities, client segments, or fee arrangements.

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

Contacts

3 of 6
  • Kevin Esval

    Kevin Esval

    Founder, Managing DirectorCRD 1787897

  • Anthony Meyers

    Anthony Meyers

    Managing DirectorCRD 2485782

  • Christopher George

    Christopher George

    ControllerCRD 6084415

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
95 White Bridge Pike
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth