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Christopher L Sharp

Oliveira Wealth

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About Christopher L Sharp

Christopher L Sharp is an investment advisor representative with Oliveira Wealth. Christopher has been in the financial services industry for over 10 years. He holds Series 63, 65 and SIE licenses and is registered in California and Iowa. Christopher specializes in working with individuals, families, and small businesses. He provides financial planning, portfolio management, and insurance services. Christopher is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Christopher Sharp is currently registered with Oliveira Wealth. Oliveira Wealth, based in Modesto, CA, is a registered investment advisor with over $272 million in regulatory assets under management. They offer a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension plans. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Oliveira Wealth

810 STANDIFORD AVE

MODESTO, CA 95350

$272.99M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Sharp’s Registration & Firm History

CA

10/20/2021 - Present

Oliveira Wealth (MODESTO CA)

CA

03/10/2020 - 10/28/2021

LPL FINANCIAL LLC (MODESTO CA)

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Licenses & Designations

IA

Issued 10/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher L Sharp.
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