Texakoma Financial, Inc.
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 16910
- Registered since
- October 21, 1985
- Website
- www.texakomafinancial.com
Firm profile
FINTRXOverview
Texakoma Financial, Inc. is organized as a corporation and is registered with the SEC as an investment adviser since 1985. The firm is owned by an individual and is classified in FINTRX data as "Unclassified." Available records flag the firm as not acting as a capital allocator, not a multi-state adviser, and not an active ESG investor; it is also not listed as a pension consultant or a related adviser. The firm has not supplied details about its advisory services, target client types, or investment preferences in the FINTRX snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Dean Kennedy
Chief Strategy OfficerCRD 1268230
Stephen Latorre
President, CEOCRD 3009003
Contacts
3 of 16Shea Kennedy
Financial ProfessionalCRD 1553725
Steven Lacy
Registered RepresentativeCRD 1930890
Jaime Fernandez
Registered RepresentativeCRD 1992823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5601 Granite Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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