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 registered with the SEC since 1985. The firm is owned by an individual and is classified in FINTRX as unclassified. Publicly reported attributes indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. FINTRX contains no descriptive material about the firm's investment strategy, client segments, fee structure, or advisory services.

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

Contacts

3 of 4
  • Roland Carter

    Registered RepresentativeCRD 1545217

  • Ronald Stephenson

    PresidentCRD 1275757

  • Mark Wilson

    PrincipalCRD 1525937

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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