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RB

Robyn L. Boyd

TEXAKOMA FINANCIAL
Plano, TX 75024
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CRD#: 7570200
RB

Professional summary


Robyn Laurel Boyd is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary) - BD


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 28, 2022 - Present

TEXAKOMA FINANCIAL, INC.

Office #1: 5601 Granite Parkway Suite 800, Plano, TX 75024
BD
CRD#: 16910
Plano, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 10/28/2022
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


TF
TEXAKOMA FINANCIAL, INC.
TEXAKOMA FINANCIAL, INC.

CRD#: 16910 / SEC#: , 8-34706

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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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
# of Employees

FINRA licenses (20 States and Territories)


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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 ELIZABETHPRINCIPAL OPERATIONS OFFICER7907461
MOORE, ASHLEE ELIZABETHCCO7907461

Disclosures


Regulatory Event3
Arbitration2

Red Flags


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.

Company Information


TEXAKOMA FINANCIAL, INC.

CRD#: 16910Plano, TX 75024

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