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Sharon Novell

1 Year of Experience
Arcadia, CA

Sharon Novell is a registered investment advisor at Guardian Financial Partners, LLC, based in Arcadia, CA, with 1 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 433 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$911.9M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Arcadia, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Guardian Financial Partners, LLC
October 2024 - Present · 1 yr 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sharon Novell - Financial Advisor | TrueAdvisor