Hari Sharma, financial advisor Plymouth Meeting PA
93 score

Hari Sharma

CRD Number: 4526462
Current Firm: Citizens Securities, Inc.

Hari Sharma (CRD# 4526462) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth Meeting, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Philadelphia, PA Jun 2014 - Current 2
Santander Securities LLC Guaynabo, PR Sep 2012 - Jun 2014 1
Lpl Charlotte, NC Jul 2011 - Sep 2012 1
Sovereign Bank Ewing, NJ Jul 2011 - Sep 2012 1
Pnc Investments Dayton, NJ Apr 2011 - Jul 2011 < 1
Lpl Financial Services Charlotte, NC Apr 2010 - Apr 2011 1
Sovereign Bank Yardley, PA Apr 2010 - Apr 2011 1
Wachovia Securities, LLC Summit, NJ Nov 2006 - Apr 2010 3
Pnc Investments Annandale, NJ Mar 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Hari R. Sharma
Phone Number: 1-800-942-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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