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 organized as a corporation and appears on SEC records dating back to 2002. Public filings in the provided dataset list its classification as "unclassified" and identify ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Additional registry flags indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The extract contains minimal detail about the firm's advisory model, client segments, fee arrangements or specific investment activities; those items are not disclosed in the provided 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

1 of 1
  • Laurie Cheatham Roberts

    Laurie Cheatham Roberts

    Chief Compliance OfficerCRD 2492833

Contacts

3 of 13
  • Carl Latz

    Registered RepresentativeCRD 1473936

  • Charles Meister

    Registered RepresentativeCRD 1591081

  • Martin Ferland

    Registered RepresentativeCRD 2538179

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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