David Sharp (CRD# 6182171) is an Investment Advisor Representative working at Calton & Associates, Inc. in Lafayette, IN and has over 10 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Lafayette, IN | Oct 2019 - Current | 4 |
| Lpl Financial LLC | Lafayette, IN | Oct 2015 - Oct 2019 | 4 |
| Cetera Investment Advisers LLC | Lafayette, IN | Jan 2014 - Oct 2015 | 1 |
| Cetera Investment Services | St. Cloud, MN | Apr 2013 - Oct 2015 | 2 |
| First Merchants Bank | Lafayette, IN | May 2000 - Oct 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- IN
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Total Assets Under Management1,059MILLIONS
-
Total Number of Accounts6,846ACCOUNTS
-
Average Account Value$154,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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