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 Lending & Brokerage

About Excel Securities & Associates

Ashton Thomas Securities is a full-spectrum independent broker-dealer that offers a wide range of financial services including wealth planning, asset management, tax services, and institutional solutions. The company, which evolved from Excel Securities, is dedicated to providing personalized service and building trust with its clients. Its target clients include sophisticated investors, wealth advisors, and charitable organizations seeking fiduciary guidance. With a commitment to integrity and quality service, Ashton Thomas Securities aims to support clients in navigating complex financial landscapes.Explore more
Excel Securities & Associates's Social MediaSIC Code 62,621NAICS Code 52,523Show more

Excel Securities & Associates Org Chart

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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
$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
-
2012
JB
Jeff BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2008
RG
Rachel GoldingFinancial Advisor & Sales Assistant
Illustration of an envelope

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, Lending & Brokerage
What is Excel Securities & Associates competition?
Excel Securities & Associates top competitors include: JLB Wealth Management Group, Prime Financial Services, Women's Advisory Group, Ivory Wealth Management
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 wealth planning, asset management, tax services, and institutional solutions. The company, which evolved from Excel Securities, is dedicated to providing personalized service and building trust with its clients. Its target... clients include sophisticated investors, wealth advisors, and charitable organizations seeking fiduciary guidance. With a commitment to integrity and quality service, Ashton Thomas Securities aims to support clients in navigating complex 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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