Tcbi Securities, Inc.

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
241
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Tcbi Securities, Inc. is a corporation that registers with the SEC (registration year listed as 2021) and is classified as an investment bank. Public disclosures indicate the firm does not act as a capital allocator and is not positioned as an ESG investor. FINTRX notes owner type as domestic entity/individual, but provides no detail on client segments, fee arrangements, advisory services, or specific business lines. The firm has not supplied information about activities, affiliations, or investment preferences in the provided 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

3 of 7
  • David Hilder

    David Hilder

    Chief Executive OfficerCRD 2178978

  • John Cummings

    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 234
  • Michael Schlotman

    Michael Schlotman

    Vice President, Investment BankingCRD 6815227

  • Steven Leininger

    Steven Leininger

    Managing DirectorCRD 2179164

  • Brian Campbell

    Investment Banking AnalystCRD 7406839

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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 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth