Guidestone Financial Services
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 148249
- Registered since
- April 7, 2009
- Website
- www.guidestone.org
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 84
Jeffery Ward
Managing DirectorCRD 5915123

Angela Mcclain
Financial AdvisorCRD 5272935

Scott Brown
Senior Relationship ManagerCRD 4718720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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