About Us

We are dedicated to providing services that will cover all of your financial needs. Alan and I have made strategic partnerships that help us provide Medicare supplement education and plan comparison, wills and trusts, long term care and life insurance options, debt elimination strategies, and budget planning alongside the investment services we provide our clients. Read more.

Our Services

Capital Securities of Texas specializes in helping work individuals and families manage their company sponsored retirement plans. Read more

Focused on You

As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. Our priority is helping you achieve long-term success. Read more

Show You Care

Are you interested in volunteering or making a donation to a worthy cause? Learn more about causes that are close to our hearts. Read more

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14201 RR 12, Ste. 3 | Wimberley, Tx 78676
Phone: 512-842-3210 | Fax: 1-972-767-1445 | Email: info@capitalsecuritiesoftexas.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Capital Securities of Texas and Cambridge are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary) 

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, GA, KS, MO, NE, NC, OK, TX, WI . No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Capital Securities of Texas makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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Capital Securities of Texas