Unclaimed Profile

Sharon Lee Ward

BRC INVESTMENT MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado

Clean recordBRC INVESTMENT MANAGEMENT, LLC

8400 EAST PRENTICE AVENUE, GREENWOOD VILLAGE, CO 80111CRD# 2663324Firm CRD# 135061

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sharon Lee Ward · GREENWOOD VILLAGE, CO

Registration

CRD #2663324 · BRC INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sharon Lee Ward is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with BRC INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

Speak with Sharon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sharon is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BRC INVESTMENT MANAGEMENT, LLC

AUM

$879M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRC INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2663324

Firm CRD# 135061

View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Colorado or claim this profile if it's yours.

Browse GREENWOOD VILLAGE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sharon Lee Ward offer?

Sharon Lee Ward specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Sharon Lee Ward's credentials?

Sharon Lee Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Lee Ward located?

Sharon Lee Ward is based in GREENWOOD VILLAGE, Colorado, working with BRC INVESTMENT MANAGEMENT, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Sharon Lee Ward charge for services?

Sharon Lee Ward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRC INVESTMENT MANAGEMENT, LLC?

BRC INVESTMENT MANAGEMENT, LLC has approximately 12 employees and manages $879M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →