Excel Securities & Associates

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

200 Canal View Blvd Ste 204, Rochester, ...

Phone Number

(585) 424-1234

Revenue

$20.6 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Excel Securities & Associates

Ashton Thomas Securities is a full-spectrum independent broker-dealer that offers a wide range of financial services including private wealth solutions, asset management, tax services, and estate planning. The company caters to sophisticated investors and wealth advisors, providing tailored solutions to meet their unique financial needs. With a legacy dating back to 1978, Ashton Thomas Securities emphasizes integrity and personalized service while expanding its offerings through strategic growth. Their services also extend to institutional clients, foundations, and endowments, ensuring comprehensive support across various financial landscapes.Explore more
Excel Securities & Associates's Social MediaPopular SearchesEXCEL SECURITIES & ASSOCIATES IncExcel Securities & AssociatesXcel Securities IncExcel SecuritiesExcel Finance IncSIC Code 62,621NAICS Code 52,523Show more

Excel Securities & Associates Org Chart

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Terrence Britt, Chief Operating Officer at Excel Securities & Associates
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Chief Operating Officer

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President

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Supervisor, Loss Prevention

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Excel Securities & Associ...

$20.6M
11-50
Private
<$5M
1974
Terrence Britt, Chief Operating Officer at Excel Securities & Associates
Terrence BrittChief Operating Officer
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
11-50
Private
-
1989
WP
William PoutreManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
HA
Howard AspacherFinancial Advisor & Certified Financial Planner & Professional
<$5M
1-10
Private
-
-
Tyler Huck, Owner and President at Huck Financial
Tyler HuckOwner and President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Excel Securities & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Excel Securities & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Excel Securities & Associates.

Excel Securities & Associates financials insights

Gather financial insights about Excel Securities & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Excel Securities & Associates Tech Stack

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Frequently Asked Questions Regarding Excel Securities & Associates

What is Excel Securities & Associates's official website?
Excel Securities & Associates's official website is www.excelsecurities.com
What is Excel Securities & Associates's Revenue?
Excel Securities & Associates's revenue is $20.6 Million
What is Excel Securities & Associates's SIC code?
Excel Securities & Associates's SIC: 62,621
What is Excel Securities & Associates's NAICS code?
Excel Securities & Associates's NAICS: 52,523
How many employees does Excel Securities & Associates have?
Excel Securities & Associates has 11-50 employees
What industry does Excel Securities & Associates belong to?
Excel Securities & Associates is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Excel Securities & Associates competition?
Excel Securities & Associates top competitors include: Huck Financial, JLB Wealth Management Group, Prime Financial Services, investwithdoug.com
What technology does Excel Securities & Associates use?
Some of the popular technologies that Excel Securities & Associates uses are: DocuSign, RackSpace Cloud DNS, Eploy, Engage ATS
How do I contact Excel Securities & Associates?
Excel Securities & Associates contact info: Phone number: (585) 424-1234 Website: www.excelsecurities.com
What does Excel Securities & Associates do?

Ashton Thomas Securities is a full-spectrum independent broker-dealer that offers a wide range of financial services including private wealth solutions, asset management, tax services, and estate planning. The company caters to sophisticated investors and wealth advisors, providing tailored solutions to meet their unique financial needs. With a leg... acy dating back to 1978, Ashton Thomas Securities emphasizes integrity and personalized service while expanding its offerings through strategic growth. Their services also extend to institutional clients, foundations, and endowments, ensuring comprehensive support across various financial landscapes.Read More

What are Excel Securities & Associates social media links?
Excel Securities & Associates Linkedin page Excel Securities & Associates Facebook page
Is Excel Securities & Associates a public company?
Excel Securities & Associates is private company therefore does not currently have an official ticker symbol
See more information about Excel Securities & Associates

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