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 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
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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