Share Financial Services, Inc.
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 11226
- Registered since
- December 16, 1970
- Website
- www.sharefinancial.com
Firm profile
FINTRXOverview
Share Financial Services, Inc. is organized as a corporation and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified in the dataset as a capital allocator or an active ESG investor, and it is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The provided information does not include details about the firm’s advisory services, fee model, client segments, or specific business lines beyond its investment bank classification.
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 16Dwaine Unruh
Senior Financial ConsultantCRD 451720
Joe Todd
Senior Financial ConsultantCRD 603859
Marilee Pendleton Green
Senior Financial ConsultantCRD 706365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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