TEXAKOMA FINANCIAL, INC.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
20
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 registered with the SEC in 1985 and is individually owned. Public disclosures captured by FINTRX are limited: the firm is classified as “unclassified” and is not identified as a capital allocator, multi-state adviser, active ESG investor, pension consultant, related adviser, or a newly formed adviser. FINTRX does not list the firm’s advisory activities, fee structure, client types, or business lines.

Assets & Accounts

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

    Chief Strategy OfficerCRD 1268230

  • STEPHEN LATORRE

    President, CEOCRD 3009003

Contacts

3 of 18
  • STEVEN WHITE

    Registered RepresentativeCRD 1914584

  • JOSEPH ESPOSITO

    Registered RepresentativeCRD 4455357

  • SHEA KENNEDY

    Financial ProfessionalCRD 1553725

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth