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 has been registered with the SEC since 1970. The firm is classified as an investment bank and its ownership is listed as a combination of a domestic entity and an individual. Available records indicate it does not act as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, was not newly formed, and is not designated as a pension consultant or a related adviser. The firm did not supply details about its advisory activities, fee schedule, or client segmentation in the provided source.
Assets & Accounts
Investments & Alternatives
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 16
Joseph Varga
Senior Financial ConsultantCRD 1913703
Randall Brockley
Financial ConsultantCRD 2213046
Dwaine Unruh
Senior Financial ConsultantCRD 451720
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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