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FIRM PROFILE
Overview
TEXAKOMA FINANCIAL, INC. is located at 5601 Granite Parkway Suite 800, Plano, TX 75024 and was first established at Dallas, Texas in 03/06/1985. After operating for 41 years, TEXAKOMA FINANCIAL, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TEXAKOMA FINANCIAL, INC.’s clients are individuals and 0% of their clients are high net worth individuals. TEXAKOMA FINANCIAL, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TEXAKOMA FINANCIAL, INC. are registered to handle securities or provide financial advice. The firm has 5 disclosures, 3 being regulatory events, 0 being client events, and 2 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TEXAKOMA FINANCIAL, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TEXAKOMA FINANCIAL, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TEXAKOMA FINANCIAL, INC. Comes From
Understanding the Statistics for TEXAKOMA FINANCIAL, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
5601 Granite Parkway Suite 800, Plano, TX 75024
5601 Granite Parkway Suite 800, Plano, TX 75024
Small
(972) 701-9106
Texas since 03/06/1985
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| KENNEDY, DEAN RICHARD | OWNER/PRINCIPAL | 1268230 | |
| BOYD, ROBYN LAUREL | PRINCIPAL FINANCIAL OFFICER | 7570200 | |
| KEAVENY, JAMIE MICHAEL | EXECUTIVE VICE PRESIDENT/DIRECTOR/TREASURER | 7137725 | |
| LATORRE, STEPHEN JOHN | PRESIDENT/DIRECTOR/SECRETARY | 3009003 | |
| MOORE, ASHLEE ELIZABETH | PRINCIPAL OPERATIONS OFFICER | 7907461 | |
| MOORE, ASHLEE ELIZABETH | CCO | 7907461 |
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Advisor's working at TEXAKOMA FINANCIAL, INC.
Shea Peter Kennedy
Steven Lee White
Steven Robert Lacy
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