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BF

Benjamin F. Foster

SHARE FINANCIAL SERVICES
DALLAS, TX 75248
Some features on this profile are disabled
CRD#: 3091303
BF

Professional summary

Benjamin Frank Foster III, who also goes by Ben F Foster III, Ben Frank Foster III, is a registered financial professional currently at SHARE FINANCIAL SERVICES, INC. located in Dallas, 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ben F Foster Iii | Ben Frank Foster Iii

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 Benjamin Frank Foster III'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

April 8, 2024 - Present

SHARE FINANCIAL SERVICES, INC.

Office #1: 16475 North Dallas Parkway, Suite 345, Dallas, TX 75248
BD
CRD#: 11226
DALLAS, TX
Past

July 13, 2010 - December 31, 2023

SHARE FINANCIAL SERVICES, INC.

BD
CRD#: 11226
ADDISON, TX
Past

April 22, 2009 - July 6, 2010

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
NEW BRAUNFELS, TX
Past

April 22, 2009 - July 6, 2010

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
NEW BRAUNFELS, TX
Past

December 6, 2005 - April 6, 2009

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
BOERNE, TX
Past

September 6, 2005 - April 6, 2009

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
BOERNE, TX
Past

November 8, 2002 - February 13, 2004

SHARE FINANCIAL SERVICES, INC.

BD
CRD#: 11226
ADDISON, TX
Past

June 25, 2002 - October 31, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

June 25, 2002 - October 31, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

September 17, 1998 - April 29, 2002

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SAN ANTONIO, TX
Past

August 25, 1998 - April 29, 2002

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
Kansas
(4/19/2024)
RR
Michigan
(5/28/2024)
RR
Texas
(4/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/5/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/12/2006
General Securities Principal Examination
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#: 11226Dallas, TX 75248

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