Sharon Mcdaniel Whitehurst
Professional Summary
Sharon Mcdaniel Whitehurst, who also goes by Sharon Mcdaniel Graham, Sharon Graham, Sherry Graham, was a registered financial advisor. Sharon was a previously registered financial professional and started their career in finance 1984 - 2019. Sharon had worked at 4 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sharon Mcdaniel Graham, Sharon Graham, Sherry Graham
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
42 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
CAPITOL SECURITIES MANAGEMENT, INC. | IFS SECURITIES, INC. | FS SECURITIES, INC.
Contact Information
Main Address
4050 Innslake Drive Suite 250, Glen Allen, VA 23060Mailing Address
4050 Innslake Drive Suite 250, Glen Allen, VA 23060Phone Number
(804) 612-9700Established
Virginia since 03/22/1981Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
170SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
FINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
3,970AUM (Assets Under Management)
$2,162,366,778Disclosures
Regulatory Event
10Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CAPITOL SECURITIES MANAGEMENT, INC. | IFS SECURITIES, INC. | FS SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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