SS
Sharon L. Stark
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Park City, UT
Some features on this profile are disabled
CRD#: 2845629
SS
Professional summary
Sharon Lee Stark, ChFC®, who also goes by Sharon Killion Jeffress, Sharon Lee Killion, Sharon Killion Morton, Sharon Killion Quarmby, Sharon Lee Stark, Sharon Stark, Sharon Killion Welch, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Park City, Utah and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Dallas, Texas.
Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Sharon has worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sharon Killion Jeffress | Sharon Lee Killion | Sharon Killion Morton | Sharon Killion Quarmby | Sharon Lee Stark | Sharon Stark | Sharon Killion Welch
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) CIRA, Fairfield, IA 52556, 05/24/2023, IAR, CIRA Affiliation, INV REL, 160 HR/MO 120 HR/MO TRADINg 2) PRIMARY WEALTH GROUP, 6440 N. Central Expwy. #315, Dallas TX 75225, 04/2025, Investment Advisor Representative, DBA Name, INV REL, 120 HR/MO, 32 HR/MO TRADING. 3) THE PROFESSOR'S ADVISOR, 6440 N CENTRAL EXPY #315 DALLAS TX, 05/01/2024, IAR, DBA, INV REL, 15 HR/MO 15 HR/MO TRADING 4) SHARON STARK, 6440 N. Central Expwy. #315, Dallas TX 75206, United States, 07/21/2025, Agent, Insurance/Benefits/Human Resource, NIR, 1 HR/MO 1 HR/MO TRADING 5) SHARON STARK--AUTHOR, #315, Dallas TX 75206, United States, 07/21/2025, Author of Book "Your Retirement GPS", Author/Educator/Podcast/Speaker, NIR, 1 HR/MO 1 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Lee Stark'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®
Experience
Current
May 24, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #3: 6440 N Central Expway. Ste. 315, Dallas, TX 75206RIA
CRD#: 134139
Park City, UT
Current
May 24, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 6440 N Central Expway. Ste. 315, Dallas, TX 75206BD
CRD#: 39543
Dallas, TX
Past
November 2, 2016 - May 30, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
Dallas, TX
Past
November 2, 2016 - May 30, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
Dallas, TX
Past
May 13, 2016 - November 10, 2016
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
DALLAS, TX
Past
May 13, 2016 - November 10, 2016
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
DALLAS, TX
Past
June 15, 2011 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
DALLAS, TX
Past
May 27, 2011 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
DALLAS, TX
Past
June 21, 1999 - January 27, 2005
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
FORT WORTH, TX
Past
June 18, 1999 - January 27, 2005
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
February 26, 1997 - June 9, 1999
LINCOLN INVESTMENT
BD
CRD#: 519
FORT WASHINGTON, PA
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)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
RR
California(5/24/2023)
RR
Minnesota(5/24/2023)
RR
Montana(8/20/2024)
RR
Nevada(5/24/2023)
RR
New Mexico(5/24/2023)
RR
Tennessee(5/24/2023)
RR
Texas(5/24/2023)
IAR
Texas(5/24/2023)
RR
Utah(7/1/2024)
IAR
Utah(7/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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.
