Texakoma Financial, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
16910
Registered since
October 21, 1985

Firm profile

FINTRX

Overview

Texakoma Financial, Inc. is a corporation that has been SEC-registered since 1985 and is owned by an individual. FINTRX classifies the firm as unclassified and does not list it as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not noted as newly formed. FINTRX also indicates it does not operate as a pension consultant and is not recorded as a related adviser to another entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Dean Kennedy

    Dean Kennedy

    Chief Strategy OfficerCRD 1268230

  • Stephen Latorre

    Stephen Latorre

    President, CEOCRD 3009003

Contacts

3 of 17
  • Joseph Esposito

    Registered RepresentativeCRD 4455357

  • Shea Kennedy

    Financial ProfessionalCRD 1553725

  • Heaven Hopkins

    Registered RepresentativeCRD 7875719

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
5601 Granite Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth