Sharon Osborne, financial advisor Westminster CO
90 score

Sharon Osborne

CRD Number: 5928094
Current Firm: Transamerica Financial Advisors, Inc.

Sharon Osborne (CRD# 5928094) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Westminster, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Melaleuca Idaho Falls, ID Oct 2013 - Current 3
Integra Insurance Group Northglenn, CO Dec 2012 - Current 4
Transamerica Financial Advisors, Inc. Westminster, CO Aug 2012 - Current 4
The Egg & I Thornton, CO Aug 2012 - Current 4
World Financial Group, Inc. Westminster, CO Jul 2012 - Current 4
Transamerica Financial Advisors, Inc. Fort Collins, CO May 2011 - Jun 2012 1
Core Financial Fort Collins, CO Feb 2011 - Jun 2012 1
Colorado State University Fort Collins, CO Jan 2008 - Dec 2010 2
The Right Card Fort Collins, CO Apr 2008 - Jan 2009 < 1
Tolmar Inc. Fort Collins, CO May 2008 - Aug 2008 < 1
James Gang Coffee Northfield, MN Oct 2007 - Dec 2007 < 1
Saint Olaf College Northfield, MN Aug 2006 - Dec 2007 1
Flavor Bistro Santa Rosa, CA May 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Sharon M. Osborne
Phone Number: 727-299-1800
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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