Jeffrey Sharman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsford, NY, with 34 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
141 Sully'S Trail #9, Pittsford, NY, 14534
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Regulatory History
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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Jeffrey is associated with Evergreen Wealth Partners as a DBA for LPL Business, dedicating full-time hours. He also spends minimal time with Sharmon Advisory Group, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Olde Discount CorporationBroker
J. W. Gant & Associates, INC.Broker
Euro-Atlantic Securities INC.Broker
State Registrations13 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.