Texakoma Financial, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
16910
Registered since
October 21, 1985

Firm profile

FINTRX

Overview

Texakoma Financial, Inc. is organized as a corporation and is listed in FINTRX as an SEC-registered adviser since 1985. The firm is owned by an individual and is categorized in FINTRX as "Unclassified," which suggests its public profile does not fit a standard RIA subtype in the dataset. The FINTRX snapshot flags several negative indicators: it is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi‑state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. FINTRX does not provide details on the firm’s client base, fee structure, business activities, or specific advisory offerings.

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

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Client base

Client personas

Owners & executives

2 of 2
  • Dean Kennedy

    Dean Kennedy

    Chief Strategy OfficerCRD 1268230

  • Stephen Latorre

    Stephen Latorre

    President, CEOCRD 3009003

Contacts

3 of 17
  • Joseph Esposito

    Registered RepresentativeCRD 4455357

  • Shea Kennedy

    Financial ProfessionalCRD 1553725

  • Heaven Hopkins

    Registered RepresentativeCRD 7875719

Unlock 14 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth