Texakoma Financial, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 16910
- Registered since
- October 21, 1985
- Website
- www.texakomafinancial.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Dean Kennedy
Chief Strategy OfficerCRD 1268230

Stephen Latorre
President, CEOCRD 3009003
Contacts
3 of 17Joseph Esposito
Registered RepresentativeCRD 4455357
Shea Kennedy
Financial ProfessionalCRD 1553725
Heaven Hopkins
Registered RepresentativeCRD 7875719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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