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Tasha Miles

12 Years of Experience
BrokerSells Insurance

Tasha Miles is a registered investment advisor, based in Horsham, PA, with 12 years of industry experience.

Location

100 Tournament Drive, Suite 310, Horsham, PA, 19044

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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 ActivitiesSells Insurance

Tasha is a wealth financial advisor at Sharp Wealth Advisory, spending nearly full-time on client relationship management, wealth planning, and account service. She is also a real estate agent, dedicating a few hours per week to assisting buyers and sellers.

Employment History
Current Registrations
J. Alden Associates, INC.
July 2022 - Present · 3 yrs 9 mos
J. Alden Associates, INC.Broker
July 2022 - Present · 3 yrs 9 mos
Sharp Financial
January 2019 - Present · 7 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2017 - March 2022 · 4 yrs 4 mos
Hd Vest Investment ServicesBroker
March 2013 - November 2017 · 4 yrs 8 mos
State Registrations1 state
PA
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.
Tasha Miles - Financial Advisor | TrueAdvisor