Lpl Financial LLC
About this Advisor
Ashwin Sharma is a financial advisor operating out of Richmond, Virginia, who has been in the financial industry for 10 years. Sharma is currently employed by Lpl Financial LLC. During their career, Sharma has held roles at Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Co, Golds Gym, Bonefish Grill, Sergios Pizzeria, Lincoln Financial Securities Corporation and Lpl Financial LLC. Sharma maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Virginia. Lpl Financial LLC is an advisory business that has its headquarters in Richmond, Virginia. The company has offices in 9,898 locations and a total of 28,744 people on staff. It manages $404 billion in total assets between its 1,517,995 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which service is offered. Fee types billed by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ashwin Sharma Work History
Ashwin has 10 years of experience.
Lpl Financial LLC
Lincoln Financial Securities Corporation
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Co
Ashwin Sharma has no disclosures.
Please visit their SEC profile for more details.
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