Sharon Beth Duncan

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2009 → Present
  Selah Financial Services
  Friendswood, TX

Previous Registrations

• 2007-09-24 → 2009-08-04
  Lpl Financial Llc
  Friendswood, TX
  Houston, TX
• 2004-06-04 → 2007-10-04
  A. G. Edwards & Sons, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1. Fixed insurance sales, As of 05/26/2011; 1% of time spent during business hours, investment related; at branch location. 2. Co-Owner, Selah Financial Services, Inc; entity created to process expenses of securities business; as of 06/17/2011; less than 5% time spent during business hours; conducted at branch location; investment related 3. Co-owner; retiring FITT Systems, LLC; entity created to operate a financial education marketing system; as of 01/01/2016, 5% of time spent during business hours, investment related; conducted at branch. 4. Owner, Selah Insurance Company, Inc; a private company created to facilitate captive insurance for her business; as of 01/01/2021; 1% time spent during business hours; Conducted from branch location; Investment related. 5. Referrals to business broker; Vistage International and RMS; As of 12/29/12; 0% of time spent during business hours, conducted at branch location, not investment related. 6. Author; 52 Practical Money Tips; as of 04/28/2016; 1% of time spent during business hours, not investment related; conducted at branch. 7. Author; Crucial Retirement Questions; As of 04/28/2016; 1% of time spent during business hours; Not investment related; Conducted at branch. 8. Owner, Selah Stables, a horse boarding facility; as of 06/01/2016, 1% of time spent during business hours; not conducted at branch; not investment related. 9. Co-owner, Selah Real Estate, LLC, an entity created for the purpose of managing commercial real estate at 1550 West Bay Area Boulevard, Suite 101, Friendswood, TX 77546, as of 9/24/2025; 5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-03

Designations

• Certified Financial Planner

Other Names

• Sharon Beth Mingus
• Sharon Beth Jones
• Sharon Beth Westerman