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AT

Aaron D. Turner

SHARE FINANCIAL SERVICES
ADDISON, TX 75001
Some features on this profile are disabled
CRD#: 2139382
AT

Professional summary


Aaron David Turner is a registered financial professional currently at SHARE FINANCIAL SERVICES, INC. located in Addison, Texas.

Aaron is registered as a RR (Registered Representative) and started their career in finance in 1991. Aaron has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Aaron David Turner's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 21, 2024 - Present

SHARE FINANCIAL SERVICES, INC.

Office #1: 16475 North Dallas Parkway Suite 345, Addison, TX 75001
BD
CRD#: 11226
ADDISON, TX
Past

April 10, 2012 - December 31, 2023

SHARE FINANCIAL SERVICES, INC.

BD
CRD#: 11226
ADDISON, TX
Past

March 5, 2012 - March 20, 2012

SECURITY CHURCH FINANCE, INC.

BD
CRD#: 11224
HOUSTON, TX
Past

May 8, 1991 - February 29, 2012

COMMONWEALTH CHURCH FINANCE, INC.

BD
CRD#: 11768
MCDONOUGH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(5/16/2024)
RR
Indiana
(7/18/2024)
RR
Texas
(2/22/2024)
RR
Virginia
(6/1/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/18/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SF
SHARE FINANCIAL SERVICES, INC.
RSI FINANCIAL SERVICES, INC. | SHARE, INCORPORATED | SHARE FINANCIAL SERVICES, INC.

CRD#: 11226 / SEC#: , 8-16207

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001
Mailing Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001
Phone number
(972) 450-6305
Established
Texas since 09/10/1970
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHARE HOLDINGS, INC.PARENT COMPANY
MAJOR, CHARLES HERBERTPRESIDENT AND DIRECTOR,2748243
SIEGEL, JEFFREY STEVENCHIEF COMPLIANCE OFFICER1190934
TODD, JOE LEEFINOP603859

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SHARE FINANCIAL SERVICES, INC.

CRD#: 11226Addison, TX 75001

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