Sharon Evans (CRD# 4146079) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 18 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Littleton, CO | Jul 2015 - Current | 8 |
| Marshall Investment Management | Littleton, CO | Jul 2015 - Current | 8 |
| Royal Alliance Associates Inc. | Arvada, CO | Aug 2001 - Jun 2015 | 13 |
| Personal Benefit Services Of Colorado, Inc. | Lakewood, CO | Oct 2003 - Dec 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- CO
-
Total Assets Under Management222MILLIONS
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$232,337
- 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)
AZ, CO, FL, MD, MN, NC, NE, NH, NM, NY, SD, TX, VA
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