Daven Sharma (CRD# 1865424) is an Investment Advisor Representative working at Abundance Advisers in Pleasanton, CA and has 1 year of experience in the finance industry. Daven Sharma 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# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Upscale Stays LLC | Pleasanton, CA | Mar 2024 - Current | < 1 |
| Sharma & Davis Cpas | Pleasanton, CA | Jun 2023 - Current | < 1 |
| Truekarma.org | Pleasanton, CA | Jan 2023 - Current | 1 |
| Abundance Wealth Advisers, LLC | Pleasanton, CA | Sep 2020 - Current | 3 |
| Daven Sharma, Sole Proprietor, Davis & Company | Pleasanton, CA | Mar 2017 - Current | 7 |
| Academy Of Financial Planning | Pleasanton, CA | May 2016 - Current | 7 |
| Abundance Insurance Solutions, Inc. | Pleasanton, CA | Jun 2014 - Current | 9 |
| Strategic Advisors, Inc. | Pleasanton, CA | Oct 2018 - Dec 2022 | 4 |
| Truekarma.org | Cheyenne, WY | Oct 2018 - Dec 2022 | 4 |
| Daven Sharma, Sole Proprietor Dba Financial Abundance Academy | Pleasanton, CA | Jan 2016 - Dec 2022 | 6 |
| Zen Marketing Solutions, Inc. | Pleasanton, CA | Jan 2000 - Dec 2022 | 22 |
| Charity Tech Solutions, Inc. | Pleasanton, CA | Aug 2018 - Jun 2022 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$283,319
- 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
- Pension consulting services
- Educational seminars/workshops
CA
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