Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sharp is a financial advisor with LPL Financial LLC, a firm with over $463 billion in regulatory assets under management. Andrew is registered to provide investment advice in Texas, North Carolina, and other states. Andrew also has experience in providing advisory services to individuals and businesses. Andrew's experience in the industry dates back to 2003. Andrew's previous experience includes roles with Charles Schwab & Co., Inc., UBS Financial Services Inc., and BrokersXpress LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/21/2020 - Present
LPL Financial LLC (HOUSTON TX)
TX
09/24/2012 - 05/18/2016
CHARLES SCHWAB & CO., INC. (HOUSTON TX)
TX
03/03/2010 - 08/21/2012
BROKERSXPRESS LLC (HOUSTON TX)
TX
03/02/2007 - 05/06/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
06/27/2006 - 01/26/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NJ
04/28/2003 - 06/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2011
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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