Sharon Parker (CRD# 1859915) is an Investment Advisor Representative working at Planmember Securities Corporation in Copley, OH and has over 35 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Feb 2021 - Current | 3 |
| First Responder Financial Advisors | Copley, OH | Feb 2021 - Current | 3 |
| Wellthy Living | Copley, OH | Dec 2013 - Current | 10 |
| Arnold & Parker Financial Services | Copley, OH | Dec 2005 - Current | 18 |
| Cadaret, Grant & Company, Inc. | Concord Twp, OH | Dec 2005 - Feb 2021 | 15 |
| Various Insurance Carriers | Concord Twsp, OH | Nov 1998 - Jan 2021 | 22 |
| Sharon Parker | Concord, OH | Jan 1984 - Jan 2021 | 37 |
| Parker Business Service | Painesville, OH | Jan 1983 - Jan 2021 | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
- OH
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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