Sharp Advisors
Contact Information
Phone: (704) 357-8500
Toll Free: (888) 955-8500
Hours: Show
Email: [email protected]
Fax: (704) 357-8300
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Business Description
Sharp Advisors, founded in 2011 by Kelly Straub, is a continuation and new chapter in the story of retirement planning. With a focus on building lifelong trusting relationships through education and inspiration, the company aims to provide excellence in retirement planning and plus one service. The team, including financial advisors Carly Hensley and Carmen Andrews, is dedicated to raising the bar of personal service in the financial industry. Sharp Advisors offers securities through LPL Financial and investment advice through Merit Financial Group, separate entities from LPL Financial.
Employees: 1-49
Revenue: USD 2,500,000 - 5,000,000
Founded: 2011
Industry
Financial Services
Financial Services
Engaged in:
Investment Company, Financial Planner, Financial Consultant, Financial advisor, Investment Service
Investment Company, Financial Planner, Financial Consultant, Financial advisor, Investment Service
ISIC Codes
6430, 6619
6430, 6619
Questions & Answers
Q1
How long has Sharp Advisors been in business?
Sharp Advisors has been in business for around 15 years.Q2
What is the phone number for Sharp Advisors?
The phone number for Sharp Advisors is (704) 357-8500.Q3
Where is Sharp Advisors located?
Sharp Advisors is located at 4235 S Stream Blvd Suite 100, Charlotte, NC 28217.Q4
What days are Sharp Advisors open?
Sharp Advisors is open Mon–Thu 9 AM–5 PM; Fri 9 AM–4 PM; closed Sat–Sun.Q5
Is there a primary contact for Sharp Advisors?
Carmen Andrews (Financial Advisor) at Sharp Advisors. You can contact Carmen Andrews at email address [email protected].Q6
Are there other contacts associated with Sharp Advisors?
We have 3 additional contact(s) for Sharp Advisors. They include: Shelley Street, Carly Hensley & Kelly Straub.Q7
What is the web address (URL) for Sharp Advisors?
The website for Sharp Advisors is www.meritfinancialadvisors.com.Q8
What are the annual sales for Sharp Advisors?
Sharp Advisors has annual sales of approximately USD 2,500,000 - 5,000,000.Q9
Does Sharp Advisors have somewhere to park?
Yes, Sharp Advisors has the following parking options: & Car Park.Similar Companies Nearby
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4235 S Stream Blvd Suite 100, Charlotte, NC 28217
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Businesses in Zip Code 28217
Businesses in 28217: 10,588
Population: 28,294
Categories
Shopping: 19%
Professional Services: 16%
Industry: 13%
Home Services: 10%
Other: 42%
Price
Moderate: 48%
Inexpensive: 41%
Expensive: 8%
Very Expensive: 2%
Other: 0%
Area Codes
704: 92%
980: 6%
Other: 2%
Neighborhoods
Clanton Park - Roseland: 15%
Eagle Lake: 20%
Montclaire South: 28%
York Road: 9%
Yorkmount: 10%
Other: 18%
Stats and Demographics for Zip Code 28217
Race
Black Or African American: 49%
White: 26%
Hispanic or Latino: 16%
Asian: 3%
American Indian Or Alaskan Native: 1%
Other: 6%
Gender
Male: 50%
Female: 50%
Other: 0%