SHARE FINANCIAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 1970
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Addison, Texas
CRD number
11226
Registered since
December 16, 1970

Firm profile

FINTRX

Overview

Share Financial Services, Inc. is recorded as a corporate entity classified as an investment bank and has been SEC-registered since 1970. FINTRX lists ownership as a combination of domestic entity and individual. The firm is not identified as a capital allocator, is not active on ESG investing, and does not appear to operate as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser.

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 16
  • JOSEPH VARGA

    Senior Financial ConsultantCRD 1913703

  • RANDALL BROCKLEY

    Financial ConsultantCRD 2213046

  • DWAINE UNRUH

    Senior Financial ConsultantCRD 451720

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Addison, TX

DALLAS

Location

Addison, TX

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

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
16475 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth