Unclaimed Profile

Sharon Ardith Lantz

LANHAM ODELL & CO INC·HURRICANE, West Virginia

Series 7, Series 66Clean record23 years registeredLANHAM ODELL & CO INC

3981 TEAYS VALLEY RD, HURRICANE, WV 25526-9080CRD# 3150159Firm CRD# 105708

Profile Verification

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

Identity

Sharon Ardith Lantz · HURRICANE, WV

Registration

CRD #3150159 · LANHAM ODELL & CO INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LANHAM ODELL & CO INC

LOC INVESTMENT ADVISERS

Jan 2003 – Jun 2018

HURRICANE, WV

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANHAM ODELL & CO INC

CRD 105708 · SEC 801-16856

AUM

$708M

Regulatory assets under management

Employees

2,200 client accounts

Services offered by LANHAM ODELL & CO INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LANHAM ODELL & CO INC →

Introduction

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Frequently Asked Questions

What services does Sharon Ardith Lantz offer?

Sharon Ardith Lantz specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Sharon Ardith Lantz's credentials?

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

Where is Sharon Ardith Lantz located?

Sharon Ardith Lantz is based in HURRICANE, West Virginia, last registered with LANHAM ODELL & CO INC.

How does Sharon Ardith Lantz charge for services?

Sharon Ardith Lantz'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 LANHAM ODELL & CO INC?

LANHAM ODELL & CO INC has approximately 12 employees and manages $708M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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