Innovation Partners LLC
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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
Years of Experience
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Innovation Partners LLC Brokerage Details
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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
Sharon Sykes Work History
Sharon has 14 years of experience.
Innovation Partners LLC
1St Consumer Financial Solutions Inc And Its Affliates
1St Consumer Insurance Agency Inc
Financial Counseling Services (Fcs) LLC
Sharon Sykes has disclosures.
Please visit their SEC profile for more details.