For over 40 years, CNL Securities has delivered investment solutions designed to help financial professionals meet client goals. Since our inception, we have raised nearly $19 billion* in private and public offerings through the broker-dealer and institutional investment communities. A member of FINRA/SIPC, CNL Securities has established a reputation for building relationships that "transcend transactions." We have cultivated longstanding relationships with the wealth management community to serve their network of 70,000 financial professionals. CNL Securities was formed in Florida in 1979 and became a member of FINRA in 1982. www.finra.org www.sipc.org *As of March 31, 2021. Gross dollar equity raised includes proceeds from distribution reinvestment plans.
| Website | https://www.cnlsecurities.com |
| Revenue | $8.1 million |
| Employees | 49 (27 on RocketReach) |
| Founded | 1979 |
| Address | 450 S. Orange Avenue, Orlando, Florida 32801, US |
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| Industry | Financial Services |
| Web Rank | 10 Million |
| Keywords | Investment Solutions, Financial Professionals, Client Goals, Public Offerings, Broker Dealer, Securities, Portfolio Management, Wealth Management, Capital Raising, Financial Services, Investment Banking, Alternative Investments, Retirement Planning, Estate Planning, Financial Planning, Investment Strategies, Risk Management, Asset Management |
| Competitors | J.P. Morgan, UBS, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Edward Jones, Financial Services Company, LPL Financial, Raymond James, Wells Fargo Advisors +37 more (view full list) |
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The CNL Securities annual revenue was $8.1 million in 2026.
Brackston Helms is the SVP National Accounts of CNL Securities.
27 people are employed at CNL Securities.
CNL Securities is based in Orlando, Florida.