Sharon Bautz is a registered investment advisor, based in Alpharetta, GA, with 22 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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
Sharon is an Investment Advisor Representative (IAR) with Merit Financial Advisors Dba The Family Hug - Bautz Family Financial, spending full-time hours servicing clients. She also works as an insurance agent, providing insurance advice based on client needs for a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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