Troy Robert Sharpe
Investment adviser representative at Oak Harvest Investment Services
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
Are you Troy Robert Sharpe? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Ohfg Management, Inc.May 2018 to now
- Ohfg Ventures, LPMay 2018 to now
- Troy Sharpe Consulting, LLCMay 2018 to now
- Oak Harvest Investment Services, LLCSep 2014 to now
- Oak Harvest Insurance Services, LLCApr 2012 to now
- Oak Harvest Financial Group, PllcSep 2010 to now
- Sharpe Financial Strategies LLCJun 2008 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oak Harvest Investment Services
Legal name: Oak Harvest Investment Services, LLC
$1.1BAssets managed
978Clients
19Advisers
7 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
- 6408500
- Firm CRD
- 173293