Daniel Sharp, financial advisor Sisters OR

Daniel Sharp

CRD Number: 2577734
Current Firm: Sharp Investments, Inc.

Daniel Sharp (CRD# 2577734) is an Investment Advisor Representative working at Sharp Investments, Inc. in Sisters, OR and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Sharp Investments, Inc. Beaverton, OR Apr 1995 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Daniel R. Sharp
Phone Number: 503-520-5000
Registered State(s):
  • OR
Current Firm Details
Sharp Investments, Inc.
Firm's CRD Number: 117085
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $193,813
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR

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