PS
ChFC
PS
ChFC

Preston Sharp

25 Years of Experience
Belleville, PA
BrokerSells Insurance

Preston Sharp is a ChFC-designated registered investment advisor, based in Belleville, PA, with 25 years of industry experience.

Location

4417 E Main Street, Suite 4, Belleville, PA, 17004

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Preston is the owner/vice president of The Stewardship Group Inc., selling property and casualty insurance, and also sells fixed insurance products with various companies. He also owns rental property and serves as a board member for Valley View Retirement Community, and is POA/executor of his parents' will.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
February 2006 - February 2025 · 19 yrs
Concourse Financial Group Securities, INC.Broker
October 2000 - February 2025 · 24 yrs 4 mos
State Registrations9 states
FLINKYMDNVNYPASCVA
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.
Preston Sharp - Financial Advisor | TrueAdvisor