Cara SharbaughCRD Number: 5537077
Current Firm: Private Wealth Advisors
Cara Sharbaugh (CRD# 5537077) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 6 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Private Wealth Advisors, Inc.||Pittsburgh, PA||Feb 2013 - Current||3|
|Pwa Securities, Inc.||Pittsburgh, PA||Feb 2013 - Current||3|
|Private Wealth Advisors, Inc.||Pittsburgh, PA||Mar 2008 - Current||8|
|Pwa Securities, Inc.||Pittsburgh, PA||Mar 2008 - Current||8|
|Alliance Health Wraparound Services||Turtle Creek, PA||Jul 2007 - Jan 2009||1|
|Allegheny Technologies, Inc.||Pittsburgh, PA||Aug 2007 - Mar 2008||< 1|
|John Carroll University||University Heights, OH||Sep 2003 - May 2007||3|
|Westminster College||New Wilmington, PA||Jun 2006 - Sep 2006||< 1|
|Wilmington Area High School||New Wilmington, PA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management906MILLIONS
Total Number of Accounts2,414ACCOUNTS
Average Account Value$375,313
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WV
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