Guidestone Financial Services

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
86
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 has been registered with the SEC since 2009. Ownership on the record is listed as a combination of a domestic entity and an individual. The firm's regulatory profile is marked as "Unclassified" and it is not designated as a capital allocator, pension consultant, related adviser, or a multistate adviser. The record also indicates the firm does not identify as an active ESG investor. The public filing for Guidestone Financial Services contains minimal detail about the firm's lines of business or specific advisory activities. There are no disclosed descriptions of target client types, investment strategies, fee arrangements, or product focus in the available source material.

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 86
  • Kyle Phillip

    Kyle Phillip

    ManagerCRD 5669808

  • Stephanie Molina

    Stephanie Molina

    Senior Compliance AnalystCRD 5115805

  • Angela Mcclain

    Angela Mcclain

    Financial AdvisorCRD 5272935

Unlock 83 more contacts

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