Glenn Scharf
Glenn Scharf is a registered investment advisor at LPL Financial LLC, based in Sarasota, FL, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1538 Stickney Point Rd Ste, 101A, Sarasota, FL, 34231
Get directionsHistory
Regulatory History (3)
Regulatory
September 2015Judgment / Lien
June 2015Judgment / Lien
January 2007Other Business ActivitiesSells Insurance
Glenn owns Scharf Group, providing insurance products and investment advisory services, dedicating a significant amount of time to these activities. He also serves as a trustee for two family trusts, is involved with a business referral organization, co-hosts an internet talk show, and is a board member for a homeowner's association and a lacrosse boosters organization.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Cumberland Brokerage Corporation
Cumberland Brokerage CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations27 states
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.