SC
Sharon M. Consoli
RPG FAMILY WEALTH ADVISORY
Liberty Hill, TX 78642
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CRD#: 6564052
SC
Professional summary
Sharon M Consoli, who also goes by Sharon Consoli Pazevic, is a registered financial advisor currently at RPG FAMILY WEALTH ADVISORY, LLC located in Liberty Hill, Texas.
Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sharon has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sharon Consoli Pazevic
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. FREEDOM FINANCIAL LLC. Investment related. Employee. Marketing entity for fixed and insurance products. Start 7/23/19. Approximately 20 hours a month. 2. DBA; Freedom Financial; At Reported Business Location; Registered Investment Advisor DBA; IAR; 08/07/2023 3. Insurance; Owner/Agent; Non Investment Related; 2655 Ranch RD 1869 Liberty Hill Texas 78642; Description of the business: Life, Accident and Health Insurance; Responsibilities Duties: Life insurance & annuities; Start date: 2015-01-02; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 30. 4. Liberty Hill Voters Association; Board of Directors/Treasurer; Non Investment Related; 2655 Ranch Road 1869 #667 Liberty Hill TX 78642; Description of the business: General Purpose Political Action Committee; Responsibilities Duties: open and maintain a committee bank account file reports execute disbursements to selected candidates per the board's direction; Start date: 2025-01-16; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Bryan Rivera, Chairman and Assistant Treasurer.
CRS (Client Relationship Summary) - RIA
Click below to view Sharon M Consoli'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®
NoneExperience
Current
September 18, 2023 - Present
RPG FAMILY WEALTH ADVISORY, LLC
Office #1: 2655 Ranch Road 1869 #103, Liberty Hill, TX 78642RIA
CRD#: 158528
Liberty Hill, TX
Past
September 23, 2019 - January 23, 2023
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
Camarillo, CA
Past
July 22, 2019 - January 23, 2023
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
Camarillo, CA
Past
December 15, 2015 - July 23, 2019
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
CAMARILLO, CA
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".
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
CRD#: 158528 / SEC#: 801-72631
RIA
Registered Investment Advisory firm - (8/3/2011 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.Highlighted states indicate IAR registrations
IAR
Texas(9/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
CRD#: 158528 / SEC#: 801-72631
RIA
Registered Investment Advisory firm - (8/3/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25 Burlington Mall Road Suite 404, Burlington, MA 01803
Mailing Address
Phone number
(888) 285-8600
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,960 |
| AUM (Assets Under Management) | $ 590,320,074 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RPG FAMILY WEALTH ADVISORY, LLC
CRD#: 158528Liberty Hill, TX 78642TRUST BUT VERIFY
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