Unclaimed Profile

Sharon Lee Ward

BRC INVESTMENT MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado

Series 7, Series 63Clean record7 years registeredBRC 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 · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRC INVESTMENT MANAGEMENT, LLC

CHICAGO PARTNERS INVESTMENT GROUP LLC

Jun 2019 – Jul 2020

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 5, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRC INVESTMENT MANAGEMENT, LLC

CRD 135061 · SEC 801-64182

AUM

$879M

Regulatory assets under management

Employees

529 client accounts

Services offered by BRC INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at BRC INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sharon Lee Ward offer?

Sharon Lee Ward specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with BRC INVESTMENT MANAGEMENT, LLC.

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.

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