Sharon Mossman (CRD# 1489496) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Kansas City, MO and has over 34 years of experience in the finance industry.
CRD# 5595335
Prime Capital Investment Advisors, LLC
CRD# 6129945
Creative Planning
CRD# 6330565
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vp Distributors LLC | Kansas City, MO | Jun 2017 - Current | 6 |
| Vp Distributors LLC | Kansas City, MO | Jun 2017 - Current | 6 |
| Ridgeworth Capital Management LLC | Kansas City, MO | Jun 2015 - Jun 2017 | 2 |
| Ridgeworth Distributors LLC | Kansas City, MO | Jun 2015 - Jun 2017 | 2 |
| The Bank Of New York Mellon | Boston, MA | Jul 2008 - Apr 2015 | 6 |
| Mbsc Securities Corporation | Pittsburgh, PA | Jul 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- CT
-
Total Assets Under Management47,757MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.