Fred C. Bush

NATALLIANCE SECURITIES

Austin, TX 78746

Some features on this profile are disabled

CRD#: 3075024

Professional summary

Fred Coston Bush, who also goes by Fred Coston Bush III, is a registered financial professional currently at NATALLIANCE SECURITIES, LLC located in Austin, Texas and INVERNESS SECURITIES, LLC located in Cleveland, Ohio.

Fred is registered as a RR (Registered Representative) and started their career in finance in 1998. Fred has worked at 21 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 55, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Fred Coston Bush Iii

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 Fred Coston Bush's CRS (Customer Relationship Summary).

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

June 12, 2014 - Present

NATALLIANCE SECURITIES, LLC

Office #1: 3101 Bee Cave Rd Suite 270, Austin, TX 78746

CRD#: 39455

Austin, TX

Current

November 22, 2024 - Present

INVERNESS SECURITIES, LLC

Office #1: 6060 Parkland Blvd Ste 200, Cleveland, OH 44124

CRD#: 129914

Cleveland, OH

Past

August 11, 2023 - August 24, 2023

WEMATCH.LIVE LLC

CRD#: 322944

NEW YORK, NY

Past

July 17, 2023 - April 2, 2025

FIRST PALLADIUM, LLC

CRD#: 289822

FORT WAYNE, IN

Past

July 14, 2023 - August 1, 2023

ST GLOBAL MARKETS USA LLC

CRD#: 324143

GREAT NECK, NY

Past

June 5, 2023 - August 17, 2023

UPSIDE MARKETPLACE, LLC

CRD#: 319501

BROOKLYN, NY

Past

May 16, 2023 - August 11, 2023

AREAM ADVISORS LLC

CRD#: 318177

San Francisco, CA

Past

March 3, 2023 - December 19, 2024

ALTO SECURITIES, LLC

CRD#: 318536

Nashville, TN

Past

February 8, 2023 - May 1, 2024

ACRETRADER FINANCIAL, LLC

CRD#: 320820

Fayetteville, AR

Past

January 24, 2023 - March 6, 2023

TAG CAPITAL PARTNERS

CRD#: 318850

New York, NY

Past

August 4, 2022 - August 17, 2023

DRAKE STAR SECURITIES LLC

CRD#: 131338

NEW YORK, NY

Past

July 28, 2022 - June 24, 2024

LESTE USA

CRD#: 301289

MIAMI, FL

Past

July 13, 2022 - December 26, 2024

AVIDITI FINANCIAL, LLC

CRD#: 309026

DALLAS, TX

Past

June 22, 2022 - September 19, 2022

ELEQUIN SECURITIES LLC

CRD#: 311650

NEW YORK, NY

Past

April 20, 2022 - May 8, 2023

HUDSON CAPITAL ADVISORS BD LLC

CRD#: 132424

SANTA MONICA, CA

Past

March 3, 2022 - April 10, 2023

FIRST PALLADIUM, LLC

CRD#: 289822

FORT WAYNE, IN

Past

January 21, 2022 - October 24, 2022

ALLIANT EQUITY INVESTMENTS, LLC

CRD#: 104386

Eustis, FL

Past

April 2, 2014 - May 9, 2014

WORLD EQUITY GROUP, INC.

CRD#: 29087

AUSTIN, TX

Past

September 20, 2013 - March 20, 2014

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

AUSTIN, TX

Past

May 21, 2002 - November 28, 2008

KERSHNER TRADING GROUP, LLC

CRD#: 16908

AUSTIN, TX

Past

March 16, 1999 - November 3, 2000

TEJAS SECURITIES GROUP, INC.

CRD#: 36705

AUSTIN, TX

Past

August 25, 1998 - December 16, 1998

LOEWENBAUM & COMPANY INCORPORATED

CRD#: 26560

AUSTIN, TX

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 4/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2013

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 5/8/2002

Limited Representative-Equity Trader Exam

Principal/Supervisory Exam

Series 24

Date: 6/18/2021

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 9/29/2014

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

INVERNESS SECURITIES, LLC

INVERNESS SECURITIES, LLC | TCG ADVISORS, LLC

CRD#: 129914 / SEC#: , 8-66278

Broker-Dealer Firm Regulated by FINRA (Chicago 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

6060 Parkland Blvd Ste 200, Cleveland, OH 44124

Mailing Address

6060 Parkland Blvd Ste 200, Cleveland, OH 44124

Phone number

(216) 839-5130

Established

Ohio since 06/12/2003

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (30 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
INVERNESS HOLDING LLC	HOLDING COMPANY
BENTON-COOPER, ASHLEY	PRESIDENT/CHIEF COMPLIANCE OFFICER	4977623
BUSH, FRED COSTON	FINOP/PFO	3075024
SCACCO, JEREMY JOSEPH	VICE PRESIDENT- MUNICIPAL PRINCIPAL	2800507
THOMAS, JERRY C	DIRECTOR OF INSURANCE	7043121

Disclosures

Regulatory Event

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.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Fred C. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Fred Coston Bush's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVERNESS SECURITIES, LLC

WEMATCH.LIVE LLC

FIRST PALLADIUM, LLC

ST GLOBAL MARKETS USA LLC

UPSIDE MARKETPLACE, LLC

AREAM ADVISORS LLC

ALTO SECURITIES, LLC

ACRETRADER FINANCIAL, LLC

TAG CAPITAL PARTNERS

DRAKE STAR SECURITIES LLC

LESTE USA

AVIDITI FINANCIAL, LLC

ELEQUIN SECURITIES LLC

HUDSON CAPITAL ADVISORS BD LLC

FIRST PALLADIUM, LLC

ALLIANT EQUITY INVESTMENTS, LLC

WORLD EQUITY GROUP, INC.

INTERNATIONAL ASSETS ADVISORY, LLC

KERSHNER TRADING GROUP, LLC

TEJAS SECURITIES GROUP, INC.

LOEWENBAUM & COMPANY INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 4/26/2002

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/19/2013

Series 55

Date: 5/8/2002

Series 24

Date: 6/18/2021

Series 27

Date: 9/29/2014

FINRA

Current Firm

INVERNESS SECURITIES, LLC

Contact information

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

INVERNESS SECURITIES, LLC

TRUST BUT VERIFY

Similar Advisors