Sharon
Sykes

Innovation Partners LLC

CRD#1334948
Investment Advisor
in Charlotte, NC
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About this Advisor

Sharon Sykes is a certified financial planner who works out of Charlotte, North Carolina. Currently a registered advisor with Innovation Partners LLC, Sykes has 14 years of work experience. Sykes maintains a Series 63 license, which qualifies the advisor as a securities broker. Sykes is registered to act as an advisor based out of Colorado, Florida, Minnesota and North Dakota. The advisor has gained experience at Select Benefits, Nas/Servicestar, 1St Consumer Financial Solutions Inc And Its Affliates, 1St Consumer Insurance Agency Inc, Financial Counseling Services (Fcs) LLC and Innovation Partners LLC. Innovation Partners LLC is located in Charlotte, North Carolina, and has eight additional locations throughout the United States. As a company, Innovation Partners LLC oversees $128 million in assets throughout 1,009 accounts and employs more than 134 people. The firm's total assets under management makes it one of the mid-sized investment advisory firms in the nation. The firm manages 589 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,009 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Innovation Partners LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

5950 Fairview Road Suite 806
Charlotte, NC 28210

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Innovation Partners LLC Brokerage Details

Total Assets Under Management

$119,135,269

NC Average: $3,625,019,099
Total Number of Employees

137

NC Average: 22
Total Number of Accounts

1,010

NC Average: 1,917
Average Account Size

$117,956

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Sharon Sykes Work History

Sharon has 14 years of experience.

2016 - Present (3 years)

Innovation Partners LLC

2012 - Present (7 years)

Financial Counseling Services (Fcs) LLC

2015 - 2016 (1 year)

1St Consumer Financial Solutions Inc And Its Affliates

2015 - 2016 (1 year)

1St Consumer Insurance Agency Inc

2011 - 2011 (< 1 year)

Select Benefits

2004 - 2010 (6 years)

Nas/Servicestar

Disclosures

Sharon Sykes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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