Guidestone Financial Services

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
81
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 is recorded as SEC-registered since 2009. FINTRX classifies the firm as "Unclassified" and identifies the owner type as a combination of a domestic entity and an individual. The dataset flags the firm as not acting as a capital allocator and not engaging in ESG-directed investing. It is not listed as a multi-state adviser, is not new, and is not identified as a pension consultant or a related adviser to another registered entity. The firm did not supply descriptive information about its advisory activities, client segments, fee schedule, or specific business lines in the provided data, so operational focus and target client types cannot be determined from these records.

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 81
  • Kyle Phillip

    Kyle Phillip

    ManagerCRD 5669808

  • Stephanie Molina

    Stephanie Molina

    Senior Compliance AnalystCRD 5115805

  • Angela Mcclain

    Angela Mcclain

    Financial AdvisorCRD 5272935

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth