Texas Securities, Inc.
Firm details
- Headquarters
- Carrollton, Texas
- CRD number
- 120148
- Registered since
- November 4, 2002
- Website
- www.texascapitalbank.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Laurie Cheatham Roberts
Chief Compliance OfficerCRD 2492833
Contacts
3 of 13Carl Latz
Registered RepresentativeCRD 1473936
Charles Meister
Registered RepresentativeCRD 1591081
Martin Ferland
Registered RepresentativeCRD 2538179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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