Wilson Parker Connally Stephenson Inc

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
16505
Registered since
June 5, 1985

Firm profile

FINTRX

Overview

Wilson Parker Connally Stephenson Inc. is organized as a corporation and has been SEC-registered since 1985. The firm is listed in the dataset as owned by an individual and is classified as "Unclassified" in the service taxonomy, indicating limited categorical detail in the public profile. Dataset fields mark the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Public disclosures in the source dataset are minimal about the firm's business lines, client segments, or advisory activities, so the profile below relies on the available registry attributes rather than detailed operational descriptions.

Assets & Accounts

Location & Offices

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

Contacts

3 of 4
  • Roland Carter

    Registered RepresentativeCRD 1545217

  • Ronald Stephenson

    PresidentCRD 1275757

  • Mark Wilson

    PrincipalCRD 1525937

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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

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
100 Lexington St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth