Wunderlich Securities

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If you have any questions, please call your Financial Advisor or call Online Support toll-free at 1-877-488-3748. Outside the U.S. dial (704) 715-3860. © 2009 First Clearing, LLC

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These valuations reflect securities or assets held at First Clearing, LLC, which carries your account and acts as your custodian for funds and securities deposited with them through Wunderlich Securities, your introducing firm, or as a result of transactions processed for your account by First Clearing, LLC. The prices indicated are obtained from sources considered reliable but may not represent actual market values. If there is no readily determinable market value for a security, its value will be carried at zero. If you have questions concerning the valuation of any of the securities, please contact your registered representative.

Our History

Our History

Wunderlich Securities was founded in Memphis, TN in 1996.  The eight original employees began the firm with a mission to provide value-added independent financial advice to individuals. 

A rapidly growing client base, allowed the firm to open offices in Chicago, St. Louis, and Houston from 1998 through 2001.  In 2004, the firm established an institutional fixed income trading and brokerage operation in New York City – Fundamental Capital Markets and Fundamental Brokers Inter-Dealer.  In 2007, Capital Securities of America, an independent brokerage firm with Financial Advisors throughout the U.S, was acquired.

Finally in 2008, with a desire to provide well rounded offerings to our clients, Wunderlich added the Equity Capital Markets group, providing equity research, sales and trading to institutional clients.  Today, the firm has more than 300 associates and 10 offices around the US and provides services to a wide range of individual and institutional clients.