SS
ChFC
SS
ChFC

Sharon Stark

22 Years of Experience
Dallas, TX
Broker

Sharon Stark is a ChFC-designated registered investment advisor, based in Dallas, TX, with 22 years of industry experience.

Location

Dallas, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sharon is an investment advisor representative with CIRA and Primary Wealth Group, and operates under the DBA The Professor's Advisor. She is also a book author and an owner/partner of a business entity, dedicating minimal time to these activities.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2023 - Present · 3 yrs
Cambridge Investment Research, INC.
May 2023 - Present · 3 yrs
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
November 2016 - May 2023 · 6 yrs 6 mos
Signator Investors, INC.Broker
May 2016 - November 2016 · 6 mos
Signator Investors, INC.
May 2016 - November 2016 · 6 mos
Transamerica Financial Advisors, INCBroker
June 2011 - May 2016 · 4 yrs 11 mos
Transamerica Financial Advisors, INC.
May 2011 - May 2016 · 5 yrs
Intersecurities, INC.
June 1999 - January 2005 · 5 yrs 7 mos
Intersecurities, INC.Broker
June 1999 - January 2005 · 5 yrs 7 mos
Lincoln Investment Planning, INC.Broker
February 1997 - June 1999 · 2 yrs 4 mos
State Registrations7 states
INMTNMNVOKTXUT
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.