Joan Sharp (CRD# 4057582) is an Investment Advisor Representative working at River Family Advisors LLC in Newark, DE and has over 24 years of experience in the finance industry. Joan Sharp 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# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| River Family Advisors LLC | Wilmington, DE | Jul 2018 - Current | 5 |
| Life Strategies, LLC | Wilmington, DE | Apr 2003 - Current | 21 |
| Glenayr Family Advisors Llc F/k/a Glenayr Wealth Advisors LLC | Brightwood, VA | Sep 2015 - Nov 2018 | 3 |
| Life Strategies LLC | New Castle, DE | Apr 2003 - Oct 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- DE
- UT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
DE, UT
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