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 is listed as an SEC-registered adviser with an original registration year of 2002. The firm is identified as having a domestic entity/individual ownership structure and is categorized in FINTRX as "Unclassified." The database flags Texas Securities, Inc. as not operating as a capital allocator and not engaging in active ESG investing. It is also not flagged as a multi‑state adviser, newly formed adviser, pension consultant, or a related adviser. Available records do not describe the firm's advisory activities, fee structure, or client segments, so there is limited public visibility into how the firm positions its services or what client niches it targets.

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

Unlock 10 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