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 has been SEC-registered since 2002. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the dataset, which typically indicates it does not neatly fit the standard adviser subtypes reported in FINTRX. The firm does not act as a capital allocator, and the record flags it as not being an active ESG investor. It is not marked as a multi-state adviser, not newly formed, and not identified as a pension consultant or a related adviser in the available 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
  • Nikolas Swink

    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