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.

Similar Advisors
Kristie Cahill, CFP, financial advisor Santa Cruz CA
Kristie D. Cahill, CFP
CRD# 4439727
Opes Advisors, Inc.
Similar Advisors
Joanna Nowak, financial advisor Santa Cruz CA
Joanna T. Nowak
CRD# 5932479
Moneywise Financial Advisors
Similar Advisors
Lance Wexler, financial advisor Santa Cruz CA
Lance A. Wexler
CRD# 2543364
Nexus Wealth Advisors, LLC
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from Sharon Lacy and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.