Velocityhealth Securities, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
5
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 that registered with the SEC in 2005. Public records identify its owner type as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available dataset and is not described as a capital allocator. It is also not identified as an active ESG investor, not a multistate adviser, not newly formed, and not a pension consultant or related adviser under the supplied information. The source does not provide a breakdown of the firm’s advisory or business activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • Kevin Esval

    Kevin Esval

    Founder, Managing DirectorCRD 1787897

  • Anthony Meyers

    Anthony Meyers

    Managing DirectorCRD 2485782

  • Dale Yakin

    Dale Yakin

    Managing DirectorCRD 3122557

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth