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 held SEC registration since 1985 and is owned by an individual. Public records classify the firm as "unclassified." The firm is not marked as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. The firm has not provided detail about its business activities, advisory services, or external affiliations.
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 16Shea Kennedy
Financial ProfessionalCRD 1553725
Steven Lacy
Registered RepresentativeCRD 1930890
Jaime Fernandez
Registered RepresentativeCRD 1992823
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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