Texakoma Financial, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Texakoma Financial, Inc. is organized as a corporation with individual ownership. The firm’s public profile is minimal: it is listed as "unclassified" and the available summary does not identify a client base, fee schedule, or any specific advisory activities. The snapshot flags the firm as not functioning as a capital allocator. The firm reports that it is not an active ESG investor and is not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The record also notes a single office location but provides no address or regional details. No information about assets under management, client counts, investment strategies, public holdings, alternative investments, or family office services is disclosed in the available data.

Investment profile

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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

1 of 1
  • Stephen Latorre

    Stephen Latorre

    President, CEOCRD 3009003

Contacts

3 of 17
  • Dean Kennedy

    Dean Kennedy

    FounderCRD 1268230

  • Shea Kennedy

    Limited PartnerCRD 1553725

  • Steven Lacy

    Registered RepresentativeCRD 1930890

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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