Premieretrade Securities, Inc. (Altamonte Springs)

Name: Premieretrade Securities, Inc.
Address: 220 E. Central Parkway, Altamonte Springs, FL, 32701
Telephone: (407) 215-7734

Premieretrade Securities, Inc. is an adviser based in Altamonte Springs. It manages $840.58 thousand of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2005.

Premieretrade Securities provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Premieretrade Securities: assets under management

The assets under management (AUM) of Premieretrade Securities, Inc. is $840.58 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $840.58 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.03 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Premieretrade Securities, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Premieretrade Securities, Inc.

Jack William Dicks has been acting as President since 1 May 2004. Michael Dean Thomas joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Linda Edmunds Dicks	Trustee of dicks family trust	1 May 1993	Other	xxx-xx-xxxx
Dicks Family Trust	Shareholder	1 May 1993	75% - 100%	26-6042044
Barbara Gayle Cortes	Senior vice president/fin op	1 Mar 2004	Other	2397240
Jack William Dicks	President/chief compliance officer	1 May 2004	Other	1293022
Sharon Pierce Vance	Chief financial officer/fin op	1 Jul 2005	Other	1445272
Michael Dean Thomas	Senior vice president	1 Aug 2005	Other	2110140

Based in Altamonte Springs

The principal office where Premieretrade Securities, Inc. performs its advisory services is located at 220 E. Central Parkway, Altamonte Springs, FL 32701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (407) 215-7734 or by fax (407) 215-7731. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.premieretradesecurities.com.