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Insights

Independent platform Independent broker-dealer heritage with stable leadership and long-standing culture suggests a receptive audience for targeted advisory tech enhancements, compliance solutions, and high-value relationship management tools.

Scale and reach Large branch within Osaic Wealth with about 100 advisors and over 2 billion AUM presents opportunities for enterprise-level technology integrations, practice management services, and centralized marketing support to boost advisor productivity.

Strategic alliances Access to technology, trading, research, and investment banking via Osaic Wealth and Ladenburg Thalmann indicates potential for cross-sell of advanced analytics, research subscriptions, and trust services to expand offering breadth.

Growth opportunities Revenue in the 10-25 million range signals budget flexibility for scalable solutions, including cybersecurity, data analytics, client experience platforms, and advisor onboarding improvements to attract and retain advisors.

Tech stack insights Current tools (analytics, monitoring, and web engagement) reveal openness to digital optimization and performance tracking; a targeted proposal around modernization, data integration, and customer journey enhancements could resonate.

Similar companies to Investor Securities Group, Inc.

Investor Securities Group, Inc. Tech Stack

Investor Securities Group, Inc. uses 8 technology products and services including Hotjar, Cloudflare, ScrollReveal, and more. Explore Investor Securities Group, Inc.'s tech stack below.

  • Hotjar
    Analytics
  • Cloudflare
    Content Management System
  • ScrollReveal
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • HSTS
    Security
  • Piwik
    System Analytics & Monitoring
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Investor Securities Group, Inc.'s Email Address Formats

Investor Securities Group, Inc. uses at least 2 email formats:
Investor Securities Group, Inc. Email FormatsExamplePercentage
FLast@isgva.comJDoe@isgva.com
86%
First.Last@isgva.comJohn.Doe@isgva.com
14%

Frequently Asked Questions

What is Investor Securities Group, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Investor Securities Group, Inc.'s main corporate office by phone at
+1-757-809-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Investor Securities Group, Inc.'s official website and social media links?

Minus sign iconPlus sign iconInvestor Securities Group, Inc.'s official website is isgva.com and has social profiles on LinkedIn.

How much revenue does Investor Securities Group, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Investor Securities Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Investor Securities Group, Inc.'s NAICS code?

Minus sign iconPlus sign iconInvestor Securities Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Investor Securities Group, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Investor Securities Group, Inc. has approximately 9 employees across 2 continents, including North America and Asia. Key team members include Chief Executive Officer: W. J., Founder Certified Financial Planner: K. B. and Vice President, Chief Compliance Officer: T. E. Explore Investor Securities Group, Inc.'s employee directory with LeadIQ.

What industry does Investor Securities Group, Inc. belong to?

Minus sign iconPlus sign iconInvestor Securities Group, Inc. operates in the Financial Services industry.

What technology does Investor Securities Group, Inc. use?

Minus sign iconPlus sign iconInvestor Securities Group, Inc.'s tech stack includes Hotjar, Cloudflare, ScrollReveal, Datadog, HSTS, Piwik, Google Analytics and AddThis.

What is Investor Securities Group, Inc.'s email format?

Minus sign iconPlus sign iconInvestor Securities Group, Inc.'s email format typically follows the pattern of FLast@isgva.com. Find more Investor Securities Group, Inc. email formats with LeadIQ.

When was Investor Securities Group, Inc. founded?

Minus sign iconPlus sign iconInvestor Securities Group, Inc. was founded in 2012.
Investor Securities Group, Inc. logo

Investor Securities Group, Inc.

Financial ServicesVirginia, United States2-10 Employees

Investor Securities Group, Inc. operates as an independent broker-dealer and a branch of Osaic Wealth, based in Hampton, Virginia, serving individual financial advisors across the United States. Its platform provides access to technology, trading, and research, while investment banking and trust services are available through Ladenburg Thalmann and its affiliate Premier Trust. Registered representatives offer securities and financial guidance under the Osaic Wealth regulatory framework.

The firm traces its roots to a broker-dealer founded in 1964 and was formed as Investor Securities Group in 2012 after an asset sale, maintaining an independent culture. As one of Osaic Wealth's larger branch offices, it supports roughly 100 advisors and manages more than $2 billion in assets, with dual clearing through Pershing, LLC and National Financial Services, LLC.

Section iconCompany Overview

Phone number
+1-757-809-****
Website
isgva.com
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Investor Securities Group, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Chief Executive Officer at Investor Securities Group, Inc.
    W. J.
    Chief Executive Officer
    Mobile Phone
  • Founder Certified Financial Planner at Investor Securities Group, Inc.
    K. B.
    Founder Certified Financial Planner
    Mobile Phone
  • Vice President, Chief Compliance Officer at Investor Securities Group, Inc.
    T. E.
    Vice President, Chief Compliance Officer
    Mobile Phone
  • Financial Advisor at Investor Securities Group, Inc.
    M. M.
    Financial Advisor
    Mobile Phone

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