Texas Securities, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
14
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Texas Securities, Inc. is a corporate entity that has been registered with the SEC since 2002. The firm is listed as owned by a domestic entity/individual and is classified as "Unclassified" in the available records. The snapshot data signals a narrow regulatory footprint: it is not flagged as a capital allocator, not active on ESG investing, not a multi-state adviser, not a pension consultant, and is not identified as a related adviser or a newly formed adviser. The firm provided no detail about its client segments, fee arrangements, advisory or business activities in the source record. That absence, combined with the "Unclassified" designation, suggests Texas Securities, Inc. does not operate like a typical registered investment adviser with disclosed advisory programs or public client-facing offerings.

Assets & Accounts

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 13
  • Carl Latz

    Registered RepresentativeCRD 1473936

  • Charles Meister

    Registered RepresentativeCRD 1591081

  • Martin Ferland

    Registered RepresentativeCRD 2538179

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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