Tasha Miles (CRD# 5831261) is an Investment Advisor Representative working at Sharp Financial in Horsham, PA and has over 11 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Alden Associates, Inc. | Wayne, PA | Jul 2022 - Current | 1 |
| Sharp Wealth Advisory Dba The Sharp Financial Group | Horsham, PA | Dec 2019 - Current | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2017 - Jul 2022 | 4 |
| Sharp Financial Services | Horsham, PA | Nov 2017 - Dec 2019 | 2 |
| H.d.vest Investment Services | Horsham, PA | Feb 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- PA
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts362ACCOUNTS
-
Average Account Value$841,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NJ, NY, PA
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 derived from SEC.gov data covering 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.
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.