Holly Sharp is a registered investment advisor at LPL Financial LLC, based in Richmond, VA, with 21 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
2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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