Sharon Bradley (CRD# 1988337) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 22 years of experience in the finance industry.
CRD# 6347040
Cetera Investment Advisers LLC
CRD# 6446314
Carnegie Investment Counsel
CRD# 2569915
Independence Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Westlake, OH | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Cleveland, OH | Jan 2018 - Mar 2020 | 2 |
| Unemployed | Cleveland, OH | Oct 2017 - Jan 2018 | < 1 |
| Sharon Bradley Independent Contractor | Cleveland, OH | Jul 2017 - Oct 2017 | < 1 |
| Umemployed | Cleveland, OH | Nov 2016 - Jul 2017 | < 1 |
| Fifth Third Securities, Inc. | Cincinnati, OH | Mar 1999 - Nov 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
- OH
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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