Sharon Gueck (CRD# 2375816) is an Investment Advisor Representative working at Becker Capital Management, Inc. in Bend, OR and has over 30 years of experience in the finance industry. Sharon Gueck 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# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Becker Capital Management Inc. | Portland, OR | Apr 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
- OR
- TX
- WA
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Total Assets Under Management4,614MILLIONS
-
Total Number of Accounts1,893ACCOUNTS
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Average Account Value$2,437,283
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, NM, NV, NY, OH, OK, OR, TX, WA
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