Sharon Christine Allen
Investment adviser representative at Sterling Wealth Management, Inc.
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$494.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Sterling Wealth Management, Inc.Aug 2004 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Sterling Wealth Management, Inc.
$494.6MAssets managed
240Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4832427
- Firm CRD
- 131304