Texas Securities, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Carrollton, Texas
CRD number
120148
Registered since
November 4, 2002

Firm profile

FINTRX

Overview

Texas Securities, Inc. is organized as a corporation and is SEC-registered, with registration dating to 2002. Ownership is recorded as a mix of a domestic entity and an individual. Public filings and the FINTRX snapshot provide a limited profile: the firm is classified as unclassified, is not identified as a capital allocator, and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has provided minimal detail about its advisory services, client types, fee arrangements, or investment strategies in the available dataset.

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

1 of 1
  • Laurie Cheatham Roberts

    Laurie Cheatham Roberts

    Chief Compliance OfficerCRD 2492833

Contacts

3 of 11
  • Carl Latz

    Registered RepresentativeCRD 1473936

  • Charles Meister

    Registered RepresentativeCRD 1591081

  • Martin Ferland

    Registered RepresentativeCRD 2538179

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Carrollton, TX

Denton

Location

Carrollton, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Denton
Address
4024 Nazarene Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth