Sharon Christine Khan
Investment adviser representative at Dedora Capital, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$550.7MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Dedora Capital, Inc.Jun 2022 to now
- Montgomery Taylor Wealth ManagementAug 2020 to Jun 2022
- DeloitteOct 2018 to Jun 2020
- Full Time EducationJul 2018 to Oct 2018
- Wai & ConnorAug 2017 to Jul 2018
- PricewaterhousecoopersJun 2017 to Aug 2017
- Full Time EducationApr 2017 to Jun 2017
- Gumbiner SavettFeb 2017 to Apr 2017
- Jersey Mikes SubsJun 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dedora Capital, Inc.
$550.7MAssets managed
467Clients
6Advisers
11 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
- 7360814
- Firm CRD
- 177523