HS
HS

Holly a Sharp

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

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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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
August 2020 - Present · 5 yrs 6 mos
Wealthcare Capital Management LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Capitol Securities Management, INC.Broker
March 2009 - April 2019 · 10 yrs 1 mo
Capitol Securities Management, INC.
March 2009 - April 2019 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - February 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - February 2009 · 7 mos
First Clearing, LLCBroker
March 2004 - May 2008 · 4 yrs 2 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.