Sharon Mallory, financial advisor Merrillville IN

Sharon Mallory

CRD Number: 2313220
Current Firm: Sdm Investments, LLC

Sharon Mallory (CRD# 2313220) is an Investment Advisor Representative working at Sdm Investments, LLC in Merrillville, IN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Sdm Investments, LLC Merrillville, IN May 2006 - Current 17
Rehab Care Hobert, IN Jan 1997 - Current 27
United Investors Insurance Birmingham, AL Feb 1992 - Current 32
Various Health Insurance Merriville, IN Feb 1992 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Aug 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sharon D. Mallory
Phone Number: 8889880858
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $188,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

IL, IN

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