WILSON PARKER CONNALLY STEPHENSON INC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
FORT WORTH, Texas
CRD number
16505
Registered since
June 5, 1985

Firm profile

FINTRX

Overview

Wilson Parker Connally Stephenson Inc. is organized as a corporation and first registered with the SEC in 1985. Ownership is listed as individual and the firm’s regulatory classification is recorded as Unclassified. The provided snapshot does not include descriptions of its advisory services, fee schedules, client segments, or specific business activities. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available data. There are no disclosed affiliations or activity details in the source material.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • ROLAND CARTER

    Registered RepresentativeCRD 1545217

  • RONALD STEPHENSON

    PresidentCRD 1275757

  • MARK WILSON

    PrincipalCRD 1525937

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
100 Lexington St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth