Sharla Rountree is a CFP-designated registered investment advisor, based in Lakewood, CO, with 37 years of industry experience.
Location
870 Kipling St Suite A, Lakewood, CO, 80215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharla is involved in several business activities, including being a contractor for Personal Benefit Seminars, a joint owner of real estate with her mother, and the owner of Personal Benefit Financial, Inc. She also owns My Federal Retirement and Benefits, and Rountree & Associates, which involves insurance and investment advisory services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Personal Benefit Financial
Royal Alliance Associates, INC.Broker
Planned Investments INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations40 states
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