Christopher Sharp (CRD# 7190576) is an Investment Advisor Representative working at Oliveira Wealth in Modesto, CA and has over 4 years of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oliveira Wealth, LLC | Modesto, CA | Oct 2021 - Current | 2 |
| The Leaders Group | Littleton, CO | Oct 2021 - Current | 2 |
| Oliveira Wealth | Modesto, CA | Oct 2019 - Current | 4 |
| Oliveira Wealth | Modesto, CA | Oct 2019 - Oct 2021 | 2 |
| Lpl Financial LLC | Modesto, CA | Oct 2019 - Oct 2021 | 2 |
| B Js Restaurant | Modesto, CA | Oct 2018 - Oct 2019 | 1 |
| Mid Valley Agriculture Services | Hughson, CA | Mar 2019 - Jun 2019 | < 1 |
| Self-employed | Modesto, CA | Jun 2015 - Oct 2018 | 3 |
| In Shape Fitness | Ceres, CA | Jun 2014 - Jun 2015 | 1 |
| University Of Jamestown | Jamestown, ND | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
-
Total Assets Under Management222MILLIONS
-
Total Number of Accounts762ACCOUNTS
-
Average Account Value$291,010
- A percentage of assets under your management
- Hourly charges
- 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
CA, TX, WA
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