Sharon Sykes, financial advisor Greenwood Village CO
71 score

Sharon Sykes

CRD Number: 1334948
Current Firm: Innovation Partners LLC

Sharon Sykes (CRD# 1334948) is an Investment Advisor Representative working at Innovation Partners LLC in Greenwood Village, CO and has over 31 years of experience in the finance industry. Sharon Sykes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Innovation Partners LLC Charlotte, NC Apr 2016 - Current < 1
Financial Counseling Services (fcs) LLC Ellenton, CO Jun 2012 - Current 4
1st Consumer Financial Solutions Inc And Its Affliates Greenwood Village, CO Jul 2015 - Jan 2016 < 1
1st Consumer Insurance Agency Inc. Greenwood Village, CO Jul 2015 - Jan 2016 < 1
Self-employed Palm Harbor, FL Jun 2010 - Jun 2012 2
Select Benefits Largo, FL Feb 2011 - May 2011 < 1
Nas/servicestar Tampa, FL Feb 2004 - Jun 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sharon E. Sykes
Phone Number: 704-708-5461
Registered State(s):
  • CO
  • FL
  • MN
  • OK
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $134,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, ID, IN, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
71

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