Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Louisville, KY | Mar 2018 - Current | 6 |
| Duet Advisory Services LLC | Bingham Farms, MI | Jun 2016 - Current | 7 |
| Calton & Associates, Inc. | Pleasanton, CA | Jun 2016 - Mar 2018 | 1 |
| Cents & Sensibility, Inc. | Pleasanton, CA | Jul 2000 - Mar 2018 | 17 |
| Vsr Financial Services, Inc. | Overland Park, KS | Dec 2008 - Jun 2016 | 7 |
| Vsr Advisory Services | Overland Park, KS | Dec 2008 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- CA
- MI
-
Total Assets Under Management239MILLIONS
-
Total Number of Accounts776ACCOUNTS
-
Average Account Value$308,450
- 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
- Selection of other advisers (including private fund managers)
CA, MI, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.