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 been registered with the SEC since 1985 and is owned by an individual. The firm is classified as unclassified in the available data and does not present itself as a capital allocator; it does not identify as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset contains no description of the firm’s advisory activities, client types, or business lines, which suggests limited public disclosure of operational details.
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 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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