Dabney Sharp
Dabney Sharp is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Sumter, SC, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
460 West Wesmark Blvd., Sumter, SC, 29150
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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
Dabney is a general partner at Sharp Securities LP, president of Sharp Georgia Farm, Inc and Archdale Homeowner's Association, and a director at Vaughan Bassett Furniture Co, dedicating minimal time to each activity except for the director role which takes a few hours per month. The first two roles are investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
J.C. Bradford & CO.Broker
State Registrations18 states
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