Share Financial Services, Inc.

Broker-DealerFINRA Member
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 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

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
  • Dwaine Unruh

    Dwaine Unruh

    Senior Financial ConsultantCRD 451720

  • Joe Todd

    Joe Todd

    Senior Financial ConsultantCRD 603859

  • Marilee Pendleton Green

    Senior Financial ConsultantCRD 706365

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