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Richard Thomas Bone

GUIDESTONE FINANCIAL SERVICES
DALLAS, TX
·CRD# 4189890·26 years experience

Professional Summary

Richard Thomas Bone, who also goes by Richard Thomas Bone, Richard Bone, is a registered financial advisor currently at GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas. Richard is registered as a RR (Registered Representative) and started their career in finance in 2000. Richard has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4 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

Richard Thomas Bone, Richard Bone

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

26 years in the financial services industry

Current & Past Employments

GUIDESTONE FINANCIAL SERVICES·CRD# 148249
BD
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
July 22, 2025 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
March 30, 2023 - January 10, 2024
TD AMERITRADE, INC.·CRD# 7870
BD
Westlake, TX
November 1, 2022 - December 20, 2023
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
February 12, 2021 - November 1, 2022
TD AMERITRADE CLEARING, INC.·CRD# 5633
BD
Southlake, TX
July 14, 2014 - January 28, 2021
TD AMERITRADE CLEARING, INC.·CRD# 5633
BD
Fort Worth, TX
December 10, 2012 - September 17, 2013
TD AMERITRADE CLEARING, INC.·CRD# 5633
BD
Fort Worth, TX
August 27, 2009 - December 31, 2010
TD AMERITRADE, INC.·CRD# 7870
BD
Southlake, TX
May 24, 2007 - October 20, 2021
TD AMERITRADE CLEARING, INC.·CRD# 5633
BD
Fort Worth, TX
August 29, 2006 - May 24, 2007
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Irving, TX
July 10, 2003 - July 17, 2006
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
September 19, 2000 - April 12, 2002

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Current Firm

GF
GUIDESTONE FINANCIAL SERVICES

GUIDESTONE FINANCIAL SERVICES

CRD#: 148249 / SEC#: 8-67995
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

Mailing Address

5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152

Phone Number

(214) 720-6486

Established

Texas since 06/26/2008

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 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#
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTIONMEMBER—
ALDERMAN, RALPH WARREN JRDIRECTOR8333619
BAILEY, CHAD MICHAELPRESIDENT5567481
COOK, ROBERT SCOTTVICE PRESIDENT AND SECRETARY5587943
EMFINGER, GLENN DUDLEYDIRECTOR8324235
HALPIN, JEREMY LOWELLFINOP/CFO/TREASURER6560503
MOLINA, STEPHANIE JEANCHIEF COMPLIANCE OFFICER5115805
POWELL, KEITH ALLENDIRECTOR8328076
TUCKER, JASONDIRECTOR8141526

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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.

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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
Texas
(7/22/2025)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2000About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Nov 2005About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Sep 2005About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Richard Thomas Bone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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