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Christopher Sharp

6 Years of Experience
Modesto, CA
BrokerSells Insurance

Christopher Sharp is a registered investment advisor, based in Modesto, CA, with 6 years of industry experience.

Location

810 Standiford Ave, Suite 1, Modesto, CA, 95350

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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

Christopher is an investment advisor representative (IAR) with Oliveira Wealth LLC, spending about half his time on this activity. He is also a life insurance agent, soliciting and analyzing life insurance for clients, dedicating about half his time to this as well.

Employment History
Current Registrations
The Leaders Group, INC.Broker
October 2021 - Present · 4 yrs 7 mos
The Leaders Group, INC.
October 2021 - Present · 4 yrs 7 mos
Oliveira Wealth
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLC
October 2021 - October 2021 · 0 mos
LPL Financial LLCBroker
March 2020 - October 2021 · 1 yr 7 mos
State Registrations2 states
CAIA
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.
Christopher Sharp - Financial Advisor | TrueAdvisor