TEXAS SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
CARROLLTON, Texas
CRD number
120148
Registered since
November 4, 2002

Firm profile

FINTRX

Overview

Texas Securities, Inc. is a corporate entity that has been registered with the SEC since 2002. The ownership is listed as a combination of a domestic entity and an individual. Public records classify the firm as unclassified rather than assigning it to a standard adviser category. The firm is not identified as an active ESG investor, does not present itself as a multi-state adviser, and is not flagged as a capital allocator, pension consultant, related adviser, or a newly formed adviser. Available disclosures do not describe the firm’s client mix, advisory services, fee arrangements, or other day-to-day business activities.

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

1 of 1
  • LAURIE CHEATHAM ROBERTS

    Chief Compliance OfficerCRD 2492833

Contacts

3 of 13
  • Nikolas Swink

    Registered RepresentativeCRD 8037611

  • Shane Thompson

    Registered RepresentativeCRD 8012530

  • CARL LATZ

    Registered RepresentativeCRD 1473936

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CARROLLTON, TX

DENTON

Location

CARROLLTON, TX

Headquartered in CARROLLTON, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
4024 Nazarene Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth