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 has been SEC-registered since 1985. Filings identify the firm as individually owned but provide minimal detail about its business model or client-facing services. Available disclosures indicate the firm does not describe itself as a capital allocator, does not market itself as a multi-state adviser, and does not report active ESG integration. The firm did not supply information on its client base, fee arrangements, or typical advisory activities in the provided dataset, so its target market and service offering cannot be determined from these records.

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

Contacts

3 of 4
  • Roland Carter

    Registered RepresentativeCRD 1545217

  • Ronald Stephenson

    PresidentCRD 1275757

  • Mark Wilson

    PrincipalCRD 1525937

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth