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 FINTRX as an investment bank. The firm has been SEC-registered since 1970. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator and not active on ESG initiatives. It is not identified as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide details on the firm’s advisory activities, business lines, fee model, or target client segments.
Assets & Accounts
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 16
Dwaine 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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