Bhavneesh Sharma (CRD# 6266374) is an Investment Advisor Representative working at Integrity Advisors LLC in Andover, MA and has over 8 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dataflynk.ai LLC | Andover, MA | May 2021 - Current | 2 |
| Seeking Alpha | Andover, MA | Sep 2015 - Current | 8 |
| Integrity Advisors, LLC | Andover, MA | May 2011 - Current | 12 |
| Fatrader | Manhattan Beach, CA | Feb 2019 - Dec 2019 | < 1 |
| Vasuda Indices, LLC | Andover, MA | Oct 2015 - Dec 2018 | 3 |
| Vasuda Life Sciences Fund, LP | Andover, MA | Nov 2013 - Mar 2018 | 4 |
| Naphcare | Boston, MA | Apr 2015 - Sep 2015 | < 1 |
| Harbor Pulmonary Associates | Andover, MA | Oct 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- MA
- TX
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Total Assets Under Management1MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$175,240
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, MA, TX
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