Sharla Rountree (CRD# 1790302) is an Investment Advisor Representative working at Personal Benefit Financial in Lakewood, CO and has over 35 years of experience in the finance industry. Sharla Rountree 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.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services | Lakewood, CO | Aug 2018 - Current | 5 |
| Kestra Advisory Services, LLC | Lakewood, CO | Aug 2018 - Current | 5 |
| Personal Benefit Financial | Lakewood, CO | Jan 2014 - Current | 10 |
| Royal Alliance Associates, Inc. | Lakewood, CO | Apr 1992 - Aug 2018 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO
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