AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
LO

Lonnie Odom

STINSON SECURITIES
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 1253965
LO

Professional summary


Lonnie Odom JR, who also goes by Lonnie Odom, is a registered financial professional currently at STINSON SECURITIES, LLC located in San Francisco, California.

Lonnie is registered as a RR (Registered Representative) and started their career in finance in 1985. Lonnie has worked at 8 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lonnie Odom

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Lonnie Odom JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 6, 2001 - Present

STINSON SECURITIES, LLC

Office #1: 220 Sansome Street Suite 1330, San Francisco, CA 94104Office #2: 70 Montezuma Street, San Francisco, CA 94110
BD
CRD#: 113004
San Francisco, CA
Past

April 13, 1995 - June 29, 2001

REDWOOD SECURITIES GROUP, INC.

BD
CRD#: 27536
SAN FRANCISCO, CA
Past

February 3, 1993 - April 10, 1995

SECURITIES RESOLUTION CORPORATION

BD
CRD#: 7119
MINNEAPOLIS, MN
Past

January 5, 1993 - March 10, 1993

GOLDEN GATE SECURITIES LLC

BD
CRD#: 28181
NOVATO, CA
Past

October 19, 1988 - July 25, 1990

PACIFIC SECURITIES, INC.

BD
CRD#: 6812
SAN FRANCISCO, CA
Past

March 25, 1987 - October 13, 1988

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

February 4, 1986 - February 18, 1987

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

BD
CRD#: 16116
Past

May 24, 1985 - January 16, 1986

BIRR, WILSON & CO., INC.

BD
CRD#: 93

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/4/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 7/1/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SS
STINSON SECURITIES, LLC
STINSON SECURITIES, INC. | STINSON SECURITIES, LLC

CRD#: 113004 / SEC#: , 8-53276

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
70 Montezuma Street, San Francisco, CA 94110
Mailing Address
70 Montezuma Street, San Francisco, CA 94110
Phone number
(415) 990-0740
Established
California since 08/01/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LOMBRE-ODOM REVOCABLE TRUSTSHAREHOLDER
ODOM, LONNIE JRPRESIDENT/DIRECTOR/TRUSTEEE ODOM/LOMBRE REVOCABLE TRUST, CHIEF COMPLIANCE OFFICER1253965
POSTREL, HELENE BERSONFINOP2240945

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STINSON SECURITIES, LLC

CRD#: 113004San Francisco, CA 94104

TRUST BUT VERIFY

Monitor Lonnie Odom

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
MS
Maximilian SoaresAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
San Francisco, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics