Michael Sharp
Michael Sharp is a registered investment advisor at Private Advisor Group, LLC, based in Mt. Laurel, NJ, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
9000 Midlantic Dr. Ste 120, Mt. Laurel, NJ, 08054
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2014Customer Dispute
November 2004Customer Dispute
November 2002Other Business Activities
Michael operates Ballast Financial LLC as a DBA for his LPL business since 2015, dedicating full-time hours. He is also associated with Private Advisor Group, LLC as a Registered Investment Advisor, also dedicating full-time hours.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
First Interregional Equity CORP.Broker
State Registrations8 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.