AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BF

Benjamin Frank Foster Iii

SHARE FINANCIAL SERVICES
Addison, TX
·CRD# 3091303·28 years experience

Professional Summary

Benjamin Frank Foster III, who also goes by Ben F Foster III, Ben Frank Foster III, is a registered financial advisor currently at SHARE FINANCIAL SERVICES, INC. located in Addison, Texas. Benjamin is registered as a RR (Registered Representative) and started their career in finance in 1998. Benjamin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ben F Foster Iii, Ben Frank Foster Iii

Blog Corner

More Resources

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
View profile
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Years of Experience

28 years in the financial services industry

Current & Past Employments

Current

SHARE FINANCIAL SERVICES, INC.Current·CRD# 11226
BD
16475 North Dallas Parkway, Suite 345, Addison, TX 75248
April 8, 2024 - Present

Past

SHARE FINANCIAL SERVICES, INC.Past·CRD# 11226
BD
Addison, TX
July 13, 2010 - December 31, 2023
INVESTMENT PROFESSIONALS, INC.Past·CRD# 30184
RIA
New Braunfels, TX
April 22, 2009 - July 6, 2010
INVESTMENT PROFESSIONALS, INC.Past·CRD# 30184
BD
New Braunfels, TX
April 22, 2009 - July 6, 2010
ADVISORS ASSET MANAGEMENT, INC.Past·CRD# 46727
RIA
Boerne, TX
December 6, 2005 - April 6, 2009
ADVISORS ASSET MANAGEMENT, INC.Past·CRD# 46727
BD
Boerne, TX
September 6, 2005 - April 6, 2009
SHARE FINANCIAL SERVICES, INC.Past·CRD# 11226
BD
Addison, TX
November 8, 2002 - February 13, 2004
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
New York, NY
June 25, 2002 - October 31, 2002
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Springfield, MA
June 25, 2002 - October 31, 2002
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
RIA
San Antonio, TX
September 17, 1998 - April 29, 2002
UBS FINANCIAL SERVICES INC.Past·CRD# 8174
BD
Weehawken, NJ
August 25, 1998 - April 29, 2002

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

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)

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

FINRA licenses (38 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SHARE HOLDINGS, INC.PARENT COMPANY—
CROW, KRISTON RAYPRESIDENT3185759
TODD, JOE LEEFINOP603859
TURNER, AARON DAVIDCHIEF COMPLIANCE OFFICER2139382

Disclosures

Regulatory Event

3

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Michigan
(3/23/2026)
RR
Texas
(4/8/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1998About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2006About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Benjamin Frank Foster III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kenneth Bernard Hopkins
Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#
GRAPEVINE, TX · CRD#
Robert Lee Hrnicek
Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#
JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#