Sharon Dvir
Sharon Dvir is a registered investment advisor at Cetera Investment Advisers LLC, based in West Palm Beach, FL, with 10 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
372 South Rosemary Avenue, Suite 102, West Palm Beach, FL, 33401
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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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Valley Wealth Managers, INC.
Valley Financial Management, INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Chase Investment Services CORP.Broker
State Registrations2 states
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.