Sharon Mossman (CRD# 1489496) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Kansas City, MO and has over 34 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vp Distributors LLC | Kansas City, MO | Jun 2017 - Current | 6 |
| Vp Distributors LLC | Kansas City, MO | Jun 2017 - Current | 6 |
| Ridgeworth Capital Management LLC | Kansas City, MO | Jun 2015 - Jun 2017 | 2 |
| Ridgeworth Distributors LLC | Kansas City, MO | Jun 2015 - Jun 2017 | 2 |
| The Bank Of New York Mellon | Boston, MA | Jul 2008 - Apr 2015 | 6 |
| Mbsc Securities Corporation | Pittsburgh, PA | Jul 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- CT
-
Total Assets Under Management47,757MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
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