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Robyn Laurel Boyd

TEXAKOMA FINANCIAL
PLANO, TX
·CRD# 7570200·4 years experience

Professional Summary

Robyn Laurel Boyd is a registered financial advisor currently at TEXAKOMA FINANCIAL, INC. located in Plano, Texas. Robyn is registered as a RR (Registered Representative) and started their career in finance in 2022. Robyn has worked at 1 firm and has passed the Series 99TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

TEXAKOMA FINANCIAL, INC.·CRD# 16910
BD
5601 Granite Parkway Suite 800, Plano, TX 75024
October 28, 2022 - Present

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Current Firm

TF
TEXAKOMA FINANCIAL, INC.

TEXAKOMA FINANCIAL, INC.

CRD#: 16910 / SEC#: 8-34706
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

5601 Granite Parkway Suite 800, Plano, TX 75024

Mailing Address

5601 Granite Parkway Suite 800, Plano, TX 75024

Phone Number

(972) 701-9106

Established

Texas since 03/06/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (25 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KENNEDY, DEAN RICHARDOWNER/PRINCIPAL1268230
BOYD, ROBYN LAURELPRINCIPAL FINANCIAL OFFICER7570200
KEAVENY, JAMIE MICHAELEXECUTIVE VICE PRESIDENT/DIRECTOR/TREASURER7137725
LATORRE, STEPHEN JOHNPRESIDENT/DIRECTOR/SECRETARY3009003
MOORE, ASHLEE ELIZABETHCCO7907461
MOORE, ASHLEE ELIZABETHPRINCIPAL OPERATIONS OFFICER7907461

Disclosures

Regulatory Event

3

Arbitration

2

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Oct 2022About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2022About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Robyn Laurel Boyd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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