Holly Sharp is a registered investment advisor at LPL Financial LLC, based in Mechanicsville, VA, with 21 years of industry experience. Holly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Mechanicsville, VA
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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.
Learn about disclosures →Other Business Activities
Holly is involved with WealthCare Partners and Wealthcare Advisory Partners, both investment-related DBAs and registered investment advisors. She dedicates nearly full-time hours to these activities, providing administrative support and spending about half her time on them.
Employment History
Current Registrations
LPL Financial LLCBroker
Wealthcare Capital Management LLC
Previous Registrations
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Clearing, LLCBroker
State Registrations1 state
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.
Exams
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