Joe Lee Todd
Professional Summary
Joe Lee Todd is a registered financial advisor currently at SHARE FINANCIAL SERVICES, INC. located in Houston, Texas. Joe is registered as a RR (Registered Representative) and started their career in finance in 1983. Joe has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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
51 years in the financial services industry
Current & Past Employments
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Current Firm
RSI FINANCIAL SERVICES, INC. | SHARE, INCORPORATED | SHARE FINANCIAL SERVICES, INC.
Contact Information
Main Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001Mailing Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001Phone Number
(972) 450-6305Established
Texas since 09/10/1970Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (38 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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
(9/16/2025)
(5/14/2026)
(2/17/2026)
(4/6/2026)
(8/13/2024)
(5/13/2026)
(4/27/2026)
(5/15/2026)
(2/21/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 2 — Non-Member General Securities Examination
Passed Jun 1975SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joe Lee Todd's CRS (Customer Relationship Summary).
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