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Sharon Bibiann Letalon

Innovation Partners LLC

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About Sharon Bibiann Letalon

Sharon Letalon has been in the financial services industry since 1995. Sharon is currently registered with Innovation Partners LLC in Charlotte, NC. Previously, Sharon was registered with several other firms, including World Capital Brokerage, Inc., J.W. Cole Financial, Inc., Wunderlich Securities, Inc., GunnAllen Financial, Inc, Berthel, Fisher & Company Financial Services, Inc., Capital Securities of America, Inc., Wachovia Securities Financial Network, LLC, JWGenesis Financial Group, Inc, and Chatfield Dean & Co., Inc. Sharon specializes in Retirement Planning and has extensive knowledge of managing portfolios for both businesses and individuals.

Firm Information

Sharon Letalon is currently registered with Innovation Partners LLC. Innovation Partners LLC, formed in 2007, is a Limited Liability Company based in Charlotte, NC. The firm provides consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. They also offer selection of other advisers. Innovation Partners LLC is registered with the SEC and all 50 states.
Innovation Partners LLC

5950 FAIRVIEW ROAD

CHARLOTTE, NC 28210

Not reported

Assets Under Management

Not reported

Total Clients

140

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Recurring fee

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Sharon Letalon’s Registration & Firm History

NC

09/16/2015 - Present

Innovation Partners LLC (CHARLOTTE NC)

FL

10/09/2012 - 09/10/2015

WORLD CAPITAL BROKERAGE, INC. (ORLANDO FL)

FL

12/08/2010 - 08/20/2012

J.W. COLE FINANCIAL, INC. (ORLANDO FL)

FL

04/01/2010 - 12/09/2010

WUNDERLICH SECURITIES, INC. (ORLANDO FL)

FL

09/26/2006 - 03/29/2010

GUNNALLEN FINANCIAL, INC (ORLANDO FL)

FL

11/04/2005 - 09/05/2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ORLANDO FL)

OH

02/06/2004 - 10/31/2005

CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)

MO

01/02/2001 - 02/27/2004

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

FL

01/04/1999 - 01/02/2001

JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)

CO

09/25/1995 - 01/04/1999

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 06/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sharon Bibiann Letalon. Review regulatory record here.
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