Eric Sharpe (CRD# 6216822) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 9 years of experience in the finance industry.
CRD# 2913549
Mml Investors Services, LLC
CRD# 5921051
Lincoln Financial Advisors Corporation
CRD# 5231432
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Newtown Square, PA | Mar 2017 - Current | 7 |
| Massachusetts Mutual Life Insurance Company | Newton Square, PA | Mar 2017 - Current | 7 |
| Berwyn Fire Company | Berwyn, PA | May 2013 - Current | 11 |
| The Chester County Hospital | West Chester, PA | May 1991 - Jan 2018 | 26 |
| Metlife Securities | Plymouth Meeting, PA | Mar 2016 - Mar 2017 | 1 |
| Northwestern Mutual Investment Services LLC | Radnor, PA | Sep 2014 - Mar 2016 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2014 - Mar 2016 | 1 |
| The Brandywine Hospital | Coatesville, PA | Jun 2013 - Sep 2014 | 1 |
| Uwchlan Ambulance Corp | Exton, PA | Apr 2013 - Sep 2014 | 1 |
| West End Fire Company | Phoenixville, PA | Nov 2003 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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