Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Killion is a financial advisor with over 20 years of experience in the industry. Sharon is registered with Cambridge Investment Research Advisors, Inc. and offers a wide range of financial services, including financial planning, portfolio management, and investment advice. Sharon is dedicated to helping clients reach their financial goals and has a proven track record of success. Sharon is also a Chartered Financial Consultant (ChFC), demonstrating her commitment to continuing education and professional development. In addition to her work with Cambridge, Sharon has other business ventures and is a published author.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
07/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Dallas TX)
TX
11/02/2016 - 05/30/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Dallas TX)
TX
05/13/2016 - 11/10/2016
SIGNATOR INVESTORS, INC. (DALLAS TX)
TX
06/15/2011 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DALLAS TX)
FL
06/18/1999 - 01/27/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
PA
02/26/1997 - 06/09/1999
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 06/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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