SE
CFP
SE
CFP

Sharon Ellington

5 Years of Experience
Plano, TX
Broker

Sharon Ellington is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Plano, TX, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2400 Dallas Pkwy, Plano, TX, 75093

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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 has 100% ownership of Waterfall Wealth LLC, which holds personal investments, but dedicates no time to it. She also holds a law license and CPA license in the state of Texas, but these are not investment-related and require no time commitment.

Employment History
Current Registrations
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors Financial Network, LLC
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Cain, Watters & Associates, PC
May 2003 - November 2004 · 1 yr 6 mos
State Registrations1 state
TX
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.
Sharon Ellington - Financial Advisor | TrueAdvisor