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 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
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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