Sharon Lacy, financial advisor Santa Cruz CA
96 score

Sharon Lacy

CRD Number: 5325297
Current Firm: Natural Bridges Financial Advisors

Sharon Lacy (CRD# 5325297) is an Investment Advisor Representative working at Natural Bridges Financial Advisors in Santa Cruz, CA and has over 10 years of experience in the finance industry. Sharon Lacy 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.

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Professional Designations
Company Name Location Dates Years
Natural Bridges Financial Advisors LLC Santa Cruz, CA Nov 2017 - Current < 1
United Capital Financial Advisers, LLC Newport Beach, CA Dec 2015 - Sep 2017 1
Bedrock Capital Management, Inc. Los Altos, CA Oct 2006 - Dec 2015 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Sharon L. Lacy
Phone Number: 831-421-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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