Be advised. This firm is no longer registered.

City Securities Corporation

City Securities Corporation (CRD# 1459) is a financial advisory firm headquartered in Indianapolis, IN. They manage $803,390,871 in 3,268 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    803
    MILLION
  • Total Number of Accounts
    3,268
    ACCOUNTS
  • Average Account Value
    $245,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at City Securities Corporation
Showing 1 - 5 of 5 top financial advisors.
1
John W. Bevelhimer
CRD#: 2410693
30 South Meridian Street, Suite 600, Indianapolis, IN 46204
93
Wealthminder
score

John Bevelhimer (CRD# 2410693) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 24 years of experience in the finance industry.

2
Joshua M. Helms
CRD#: 5476217
30 South Meridian Street, Suite 600, Indianapolis, IN 46204
93
Wealthminder
score

Joshua Helms (CRD# 5476217) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 9 years of experience in the finance industry.

3
Lorna E. Secunda
CRD#: 4307679
8900 Keystone Crossing, Suite 300, Indianapolis, IN 46240
93
Wealthminder
score

Lorna Secunda (CRD# 4307679) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 17 years of experience in the finance industry.

4
Julia A. Williams
CRD#: 2784587
30 South Meridian Street, Suite 600, Indianapolis, IN 46204
93
Wealthminder
score

Julia Williams (CRD# 2784587) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 20 years of experience in the finance industry.

5
James R. Cain
CRD#: 38100
1620 W. Oak Street, Suite 101, Zionsville, IN 46077
83
Wealthminder
score

James Cain (CRD# 38100) is an Investment Advisor Representative working at City Securities Corporation in Zionsville, IN and has over 23 years of experience in the finance industry.

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