Sharon Herbst (CRD# 847172) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Spokane Valley, WA and has over 31 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tcfg Investment Advisors, LLC | Laguna Niguel, CA | Aug 2017 - Current | 6 |
| Calton & Associates, Inc. | Huntington Beach, CA | Feb 2016 - Jun 2017 | 1 |
| Nfp Advisor Services | Spokane Valley, WA | Dec 2015 - Feb 2016 | < 1 |
| Edward Jones | St Louis, MO | May 2002 - Oct 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management507MILLIONS
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Total Number of Accounts2,441ACCOUNTS
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Average Account Value$207,609
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