Preston Sharp, financial advisor Belleville PA

Preston Sharp

CRD Number: 4258305
Current Firm: Investment Advisors

Preston Sharp (CRD# 4258305) is an Investment Advisor Representative working at Investment Advisors in Belleville, PA and has over 20 years of experience in the finance industry.

Similar Advisors
Nicholas Accordino, financial advisor Belleville PA
Nicholas S. Accordino
CRD# 1340988
J. W. Cole Advisors, Inc.
Similar Advisors
Kirk Aguer, financial advisor Belleville PA
Kirk G. Aguer
CRD# 1852
Morgan Stanley
Similar Advisors
Patricia Aguer, financial advisor Belleville PA
Patricia O. Aguer
CRD# 2153330
Morgan Stanley
Professional Designations
Company Name Location Dates Years
Proequities Inc. Belleville, PA Feb 2006 - Current 14
Proequities Belleville, PA Jul 2000 - Current 20
(dba) Stewardship Group Inc. Belleville, PA May 2000 - Current 20
Mennonite Mutual Aid (aka Everence) Belleville, PA May 2000 - Aug 2020 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Preston L. Sharp
Phone Number: 800-288-3035
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,994
    MILLIONS
  • Total Number of Accounts
    23,893
    ACCOUNTS
  • Average Account Value
    $167,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.