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FIRM PROFILE
Overview
SHARE FINANCIAL SERVICES, INC. is located at 16475 North Dallas Parkway Suite 345, Addison, TX 75001 and was first established at Dallas, Texas in 09/10/1970. After operating for 56 years, SHARE FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SHARE FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. SHARE FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SHARE FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SHARE FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SHARE FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SHARE FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for SHARE FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
16475 North Dallas Parkway Suite 345, Addison, TX 75001
16475 North Dallas Parkway Suite 345, Addison, TX 75001
Small
(972) 450-6305
Texas since 09/10/1970
Corporation
September
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Advisor's working at SHARE FINANCIAL SERVICES, INC.
Thomas Arden Daniel III
Joseph James Varga
Randall Eugene Brockley
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