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 organized as a corporation and has been SEC-registered since 1985. Ownership is listed as an individual owner and the firm’s classification in the available data is "Unclassified." The snapshot information provided is limited: the firm is not identified as a capital allocator, is not an active ESG investor, and it does not report being a multi-state adviser, a pension consultant, or a related adviser. The firm has not supplied public details about its advisory services, fee model, target client types, or investment approach, so there is no substantive information on strategy, portfolio construction, or client servicing in the material reviewed.

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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth