Cole Sharp (CRD# 7049800) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nebraska City, NE and has over 4 years of experience in the finance industry.
CRD# 2424644
Commonwealth Financial Network
CRD# 5977702
State Farm Investment Management Corp.
CRD# 6370237
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blueprint Financial Planning | Nebraska City, NE | May 2020 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Nebraska City, NE | Jul 2019 - Current | 4 |
| Raymond James Financial Sevices, Inc. | Nebraska City, NE | Jul 2019 - Current | 4 |
| Vanderveen Financial Planning | Nebraska City, NE | Nov 2018 - Current | 5 |
| Peru State College | Peru, NE | Mar 2017 - Current | 7 |
| Raymond James Financial Services, Inc. | Nebraska City, NE | Nov 2018 - Jul 2019 | < 1 |
| Premier Bank | Nebraska City, NE | Mar 2016 - Sep 2018 | 2 |
| Peru State College | Peru, NE | Oct 2015 - Mar 2016 | < 1 |
| U.s. Bank | St. Joseph, MO | Nov 2012 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- NE
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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