Texakoma Financial, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
20
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 registered with the SEC since 1985 and is owned by an individual. The firm is classified as unclassified in the available data and does not present itself as a capital allocator; it does not identify as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset contains no description of the firm’s advisory activities, client types, or business lines, which suggests limited public disclosure of operational details.

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 18
  • Steven White

    Registered RepresentativeCRD 1914584

  • Joseph Esposito

    Registered RepresentativeCRD 4455357

  • Shea Kennedy

    Financial ProfessionalCRD 1553725

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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