Sharon MartinCRD Number: 1099820
Current Firm: Profit Strategies, Inc.
Sharon Martin (CRD# 1099820) is an Investment Advisor Representative working at Profit Strategies, Inc. in Redwood City, CA and has over 39 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Profit Strategies, Inc.||Redwood City, CA||Jun 1999 - Current||23|
|Financial West Group||Westlake Village, CA||May 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management18MILLIONS
Total Number of Accounts34ACCOUNTS
Average Account Value$525,824
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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