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 registered with the SEC in 1985 and is individually owned. Public disclosures captured by FINTRX are limited: the firm is classified as “unclassified” and is not identified as a capital allocator, multi-state adviser, active ESG investor, pension consultant, related adviser, or a newly formed adviser. FINTRX does not list the firm’s advisory activities, fee structure, client types, or business lines.
Assets & Accounts
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 2DEAN KENNEDY
Chief Strategy OfficerCRD 1268230
STEPHEN LATORRE
President, CEOCRD 3009003
Contacts
3 of 18STEVEN WHITE
Registered RepresentativeCRD 1914584
JOSEPH ESPOSITO
Registered RepresentativeCRD 4455357
SHEA KENNEDY
Financial ProfessionalCRD 1553725
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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