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Sharon Burchett

Cambridge Investment Research Advisors, INC.
41 Years of Experience
Rome, GA
1 DisclosureBroker
View SEC Summary
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Sharon Burchett is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rome, GA, with 41 years of industry experience. Sharon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

901 N Broad St., Ste. 400, Rome, GA, 30161

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Sharon is involved with Leigh Financial Services, which is investment related. This activity takes nearly all of her time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 11 mos
Cambridge Investment Research, INC.
November 2025 - Present · 11 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 11 mos
Previous Registrations
Dempsey Lord Smith, LLC
January 2026 - April 2026 · 3 mos
Dempsey Lord Smith, LLC
May 2018 - December 2025 · 7 yrs 7 mos
Dempsey Lord Smith, LLCBroker
February 2011 - November 2025 · 14 yrs 9 mos
First Midwest Securities, INC.Broker
March 2002 - February 2011 · 8 yrs 11 mos
American Investment Services, INC.Broker
January 1996 - March 2002 · 6 yrs 2 mos
Regal Investments, INC.Broker
August 1995 - January 1996 · 5 mos
Aegon USA Securities INC.Broker
August 1991 - December 1994 · 3 yrs 4 mos
Geneva Securities,inc.Broker
May 1991 - September 1991 · 4 mos
Marina Securities, INC.Broker
June 1984 - June 1991 · 7 yrs
State Registrations14 states
ALCAFLGAKYMINCNYOHOKPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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