TCBI SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
232
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
313304
Registered since
December 21, 2021

Firm profile

FINTRX

Overview

Tcbi Securities, Inc. is organized as a corporation that operates as an investment bank and became SEC-registered in 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm does not function as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, is not listed as a pension consultant, and has no related-adviser designation in the available profile. FINTRX does not provide descriptions of its advisory activities, client types, or fee structure.

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

3 of 7
  • DAVID HILDER

    Chief Executive OfficerCRD 2178978

  • JOHN CUMMINGS

    Chief Administrative Officer and Managing DirectorCRD 2729018

  • ANNA MARIA ALVARADO

    Managing Director, Chief Legal OfficerCRD 4433966

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Contacts

3 of 225
  • Michael Schlotman

    Vice President, Investment BankingCRD 6815227

  • STEVEN LEININGER

    Managing DirectorCRD 2179164

  • Rajiv Sharma

    Managing DirectorCRD 2502818

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2000 McKinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth