Guidestone Financial Services

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
84
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
148249
Registered since
April 7, 2009

Firm profile

FINTRX

Overview

Guidestone Financial Services is organized as a corporation and has been registered with the SEC since 2009. Ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified," and the profile contains limited detail on the firm's advisory mandate or client-facing activities. Available disclosures indicate the firm is not an active ESG investor, not designated as a capital allocator, not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. Beyond these status flags, the firm has not supplied information about its investment preferences, fee structure, target client segments, or the types of advisory services it offers.

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 84
  • Jeffery Ward

    Jeffery Ward

    Managing DirectorCRD 5915123

  • Angela Mcclain

    Angela Mcclain

    Financial AdvisorCRD 5272935

  • Scott Brown

    Scott Brown

    Senior Relationship ManagerCRD 4718720

Unlock 81 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5005 Lyndon B Johnson Fwy
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth