Sharon SykesCRD Number: 1334948
Current Firm: Innovation Partners LLC
Sharon Sykes (CRD# 1334948) is an Investment Advisor Representative working at Innovation Partners LLC in Centennial, CO and has 1 year of experience in the finance industry. Sharon Sykes 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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|Innovation Partners LLC||Charlotte, NC||Apr 2016 - Current||2|
|Financial Counseling Services (fcs) LLC||Ellenton, CO||Jun 2012 - Current||5|
|1st Consumer Financial Solutions Inc And Its Affliates||Greenwood Village, CO||Jul 2015 - Jan 2016||< 1|
|1st Consumer Insurance Agency Inc.||Greenwood Village, CO||Jul 2015 - Jan 2016||< 1|
|Self-employed||Palm Harbor, FL||Jun 2010 - Jun 2012||2|
|Select Benefits||Largo, FL||Feb 2011 - May 2011||< 1|
|Nas/servicestar||Tampa, FL||Feb 2004 - Jun 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management111MILLIONS
Total Number of Accounts991ACCOUNTS
Average Account Value$111,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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