Sharon Denise Taylor
Professional Summary
Sharon Denise Taylor, who also goes by Sharon D Hewlett Taylor, Sharon H Kelley, Sharon D Taylor, was a registered financial advisor. Sharon was a previously registered financial professional and started their career in finance 1986 - 2010. Sharon had worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 53, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sharon D Hewlett Taylor, Sharon H Kelley, Sharon D Taylor
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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.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
BURCH & COMPANY, INC | BURCH & COMPANY, INC.
Contact Information
Main Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116Mailing Address
4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116Phone Number
(816) 842-4660Established
Missouri since 06/08/1999Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Arbitration
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Dec 1994Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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