Sharon Peters (CRD# 7332657) is an Investment Advisor Representative working at Avantax Advisory Services in Silver Spring, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Silver Spring, MD | Jul 2021 - Current | 2 |
| Avantax Advisory Services | Silver Spring, MD | Jul 2021 - Current | 2 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Silver Spring, MD | Jul 2021 - Current | 2 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Silver Spring, MD | Jul 2021 - Current | 2 |
| Advance Financial Inc. | Silver Spring, MD | Mar 2011 - Current | 13 |
| Advance Financial LLC | Silver Spring, MD | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MD
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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