Coleton Sharp
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
Retirement income strategy
General retirement planning
Wealth management
Occupation focus
Oil & Gas
Demographic focus
Young Professionals
Work history
Edward Jones
2024 - Present (2 years)
Continental Resources
2012 - 2024 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Amy H
CFP®, CFA®
Norman, OK
Radix Financial, LLC
Dr. Amy Hubble is the founding principal at Radix Financial, an independent female-led Registered Investment Adviser (RIA) firm and Oklahoma LLC. Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research. Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations along with a PhD in Financial Planning and Consumer Economics from the University of Georgia and an MBA from the University of Oklahoma. Boomer Sooner!
Angela V
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Connor O
Series 66
Norman, OK
Edward Jones
Krystal M
Series 66
Norman, OK
Edward Jones
Jason R
CFP®, Series 66
Norman, OK
Edward Jones
Lisa B
Series 66
Norman, OK
Edward Jones
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