Ashwin Sharma, financial advisor Richmond VA

Ashwin Sharma

CRD Number: 6611086
Current Firm: Lpl Financial LLC

Ashwin Sharma (CRD# 6611086) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Richmond, VA Jul 2018 - Current 3
Lincoln Financial Securities Corporation Richmond, VA Mar 2017 - Jul 2018 1
Mml Investors Services, LLC Glen Allen, VA Jun 2016 - Mar 2017 < 1
Massachusetts Mutual Life Insurance Co Glen Allen, VA Apr 2016 - Mar 2017 < 1
Golds Gym Midlthian, VA Oct 2012 - Apr 2016 3
Bonefish Grill Midlothian, VA Jul 2012 - Nov 2012 < 1
Sergios Pizzeria Midlothian, VA Mar 2012 - Jul 2012 < 1
Crazy Greek Midlothian, VA Nov 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Ashwin Sharma
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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