Texas Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
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. FINTRX describes ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified. The firm is not identified as a capital allocator and does not list itself as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not provided detail on its investment approach, business activities, advisory services, client base, or affiliations in the source 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 11
  • Carl Latz

    Registered RepresentativeCRD 1473936

  • Charles Meister

    Registered RepresentativeCRD 1591081

  • Martin Ferland

    Registered RepresentativeCRD 2538179

Unlock 8 more contacts →

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