Sharon M Consoli
Investment adviser representative at Rpg Family Wealth Advisory, LLC
12 yearsExperience
1 stateRegistered in
$700.7MFirm assets
15 yearsFirm in business
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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
- Pension consulting
Experience
12 years in the industry.
- J19 Foundation, LLCApr 2024 to now
- Rpg Family Wealth Advisory, LLCSep 2023 to now
- Rpg Family Wealth Advisory, LLC d/b/a Freedom FinancialSep 2023 to now
- Freedom Financial LLCJul 2019 to now
- First Heartland Capital IncJul 2019 to Jan 2023
- Superior Court of California, County of VenturaApr 2017 to Jul 2020
- Transamerica Financial Advisors, IncDec 2015 to Jul 2019
- World Financial Group, Inc.Nov 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rpg Family Wealth Advisory, LLC
$700.7MAssets managed
600Clients
13Advisers
15 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
- 6564052
- Firm CRD
- 158528