Eric Sharp is a registered investment advisor, based in Coventry, CT, with 3 years of industry experience.
Location
1776 Boston Turnpike, Coventry, CT, 06238
Get directionsHistory
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
Eric is an insurance agent selling insurance products through Avantax Insurance Agency/Services, and also involved in life insurance sales and investment property management through Sharp Investments LLC. He also works as a financial assistant at Captain Hale Financial and a tax specialist at Cour Tax Consultants, as well as serving on an advisory committee for Caring Families Pregnancy Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 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.