Ashwin SharmaCRD 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.
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
|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|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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