Texakoma Financial, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
16910
Registered since
October 21, 1985

Firm profile

FINTRX

Overview

Texakoma Financial, Inc. is a corporation that has been registered with the SEC since 1985 and is owned by an individual. The firm is listed as "Unclassified" in FINTRX's snapshot and does not identify itself as a capital allocator. FINTRX records indicate the firm is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not supplied descriptions of its advisory activities, client segments, fee schedule, or investment approach, so no substantive information about its target clients or portfolio construction is available from the source data.

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 16
  • Shea Kennedy

    Financial ProfessionalCRD 1553725

  • Steven Lacy

    Registered RepresentativeCRD 1930890

  • Jaime Fernandez

    Registered RepresentativeCRD 1992823

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth