Sharon E. Sykes
ELE ADVISORY SERVICES,
Peachtree City, GA
Some features on this profile are disabled
CRD#: 1334948
Professional summary
Sharon Elaine Sykes, CFP®, who also goes by Sharon E Fitzsimmons, Sharon Elaine Fitzsimmons, Sharon Elaine Larson, Sharon Elaine Miller, is a registered financial advisor currently at ELE ADVISORY SERVICES, INC located in Peachtree City, Georgia and ELE WEALTH SOLUTIONS, INC. located in Peachtree City, Georgia.
Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Sharon has worked at 14 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sharon E Fitzsimmons | Sharon Elaine Fitzsimmons | Sharon Elaine Larson | Sharon Elaine Miller
Other business activities
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.
1. 1st Consumer Insurance Agency Inc., 12200 E Briarwood Ave. Suite 165 Centennial CO 80112. Independent contractor and sells fixed life insurance with various insurance carriers. 08/2015 (25 Hrs/Mth). 2. Financial Wealth Solutions Inc, 12200 E Briarwood Ave. Suite 165 Centennial CO 80112 - market and support growth and development of financial services business - Start Date: 01/2017 (120 Hrs/Mth). 3. ELE Advisory Services, Inc. 18700 W 10 Mile Rd, Ste.100 Southfield, MI 48075. Registered Investment advisor. Provides financial advice. 02/2020 (80 Hrs/Mth).
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Elaine Sykes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
February 25, 2020 - Present
ELE ADVISORY SERVICES, INC
RIA
CRD#: 148228
Peachtree City, GA
Current
February 25, 2020 - Present
ELE WEALTH SOLUTIONS, INC.
Office #1: 277 Hwy 74 North Suite 314, Peachtree City, GA 30269BD
CRD#: 38931
Peachtree City, GA
Past
January 14, 2020 - February 24, 2020
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Centennial, CO
Past
August 3, 2016 - February 25, 2020
INNOVATION PARTNERS LLC
BD
CRD#: 146344
Centennial, CO
Past
April 15, 2016 - February 25, 2020
INNOVATION PARTNERS LLC
RIA
CRD#: 146344
Centennial, CO
Past
July 20, 2015 - January 25, 2016
1ST CONSUMER ADVISORY GROUP LLC
RIA
CRD#: 169633
GREENWOOD VILLAGE, CO
Past
October 24, 2011 - July 22, 2015
NEPSIS, INC.
RIA
CRD#: 141203
PALM HARBOR, FL
Past
April 26, 2002 - July 25, 2003
KOVACK SECURITIES INC.
BD
CRD#: 44848
FT. LAUDERDALE, FL
Past
April 1, 1999 - September 25, 2000
JONATHAN ROBERTS FINANCIAL GROUP, INC.
BD
CRD#: 46285
TAMPA, FL
Past
May 15, 1997 - April 1, 1999
SOUTHERN CAPITAL SECURITIES, INC.
BD
CRD#: 27188
TAMPA, FL
Past
January 1, 1996 - May 12, 1997
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
April 25, 1995 - January 1, 1996
ANDOVER SECURITIES, INC.
BD
CRD#: 16903
KANSAS CITY, MO
Past
August 22, 1994 - April 25, 1995
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
June 25, 1991 - July 7, 1994
USLIFE EQUITY SALES CORP.
BD
CRD#: 7962
NEW YORK, NY
Past
January 23, 1985 - June 20, 1991
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC
CRD#: 148228 / SEC#: 801-117442
RIA
Registered Investment Advisory firm - (2/10/2020 Approved)Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)California
Registered Investment Advisory firm - (3/22/2020 Terminated)Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(11/9/2023)
RR
Arizona(2/25/2020)
IAR
Arizona(7/9/2020)
IAR
California(4/21/2022)
RR
Colorado(2/25/2020)
IAR
Colorado(2/25/2020)
RR
Connecticut(2/25/2020)
IAR
Connecticut(2/25/2020)
RR
Florida(2/25/2020)
IAR
Florida(2/28/2020)
IAR
Georgia(12/16/2022)
RR
Georgia(12/5/2023)
RR
Illinois(2/25/2020)
IAR
Iowa(2/13/2025)
IAR
Massachusetts(6/29/2020)
IAR
Minnesota(2/25/2020)
RR
Minnesota(4/10/2020)
RR
Missouri(3/20/2020)
IAR
Missouri(7/6/2020)
RR
Nebraska(8/23/2022)
IAR
North Carolina(11/24/2021)
IAR
North Dakota(3/3/2020)
RR
North Dakota(3/17/2020)
RR
Oklahoma(9/30/2021)
IAR
Oklahoma(9/30/2021)
RR
Pennsylvania(11/1/2024)
RR
South Carolina(2/15/2022)
IAR
South Dakota(3/11/2025)
RR
Texas(2/25/2020)
IAR
Texas(2/8/2023)
RR
Virginia(3/19/2020)
IAR
Virginia(11/22/2024)
RR
Washington(2/26/2021)
IAR
Washington(3/4/2021)
IAR
Wisconsin(2/7/2023)
IAR
Wyoming(3/22/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EA
ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC | ELE ADVISORY SERVICES, LLC
CRD#: 148228 / SEC#: 801-117442
RIA
Registered Investment Advisory firm - (2/10/2020 Approved)Alabama
Registered Investment Advisory firm - (2/21/2020 Terminated)California
Registered Investment Advisory firm - (3/22/2020 Terminated)Florida
Registered Investment Advisory firm - (2/21/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/27/2020 Terminated)Louisiana
Registered Investment Advisory firm - (3/2/2020 Terminated)Michigan
Registered Investment Advisory firm - (2/24/2020 Terminated)Mississippi
Registered Investment Advisory firm - (2/21/2020 Terminated)Tennessee
Registered Investment Advisory firm - (2/26/2020 Terminated)Texas
Registered Investment Advisory firm - (2/21/2020 Terminated)Utah
Registered Investment Advisory firm - (2/24/2020 Terminated)Virginia
Registered Investment Advisory firm - (2/21/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18700 W. 10 Mile Road Suite 100, Southfield, MI 48075
Mailing Address
Phone number
(248) 356-6555
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,401 |
| AUM (Assets Under Management) | $ 125,500,125 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
