Preston Sharp (CRD# 4258305) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Belleville, PA and has over 23 years of experience in the finance industry.
CRD# 1973907
Ameriprise Financial Services, LLC
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Voya Financial Advisors, Inc.
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Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Belleville, PA | Feb 2006 - Current | 18 |
| Concourse Financial Group Securities Inc. | Belleville, PA | Jul 2000 - Current | 23 |
| (dba) Stewardship Group Inc. | Belleville, PA | May 2000 - Current | 24 |
| Mennonite Mutual Aid (aka Everence) | Belleville, PA | May 2000 - Aug 2020 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- PA
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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