Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sharp is a financial advisor with Calton & Associates, Inc. based in Tampa, FL. David Sharp has been working in the financial services industry since May 2013. David Sharp is registered with FINRA as a general securities representative (Series 7) and is licensed to conduct business in several states, including Illinois, Indiana, Michigan, Ohio, Oklahoma, Tennessee, Wisconsin. David Sharp also holds the Series 66 and SIE exams. David Sharp's firm, Calton & Associates, Inc. is a Registered Investment Advisor with offices in Florida and Indiana. Calton & Associates, Inc. provides investment advisory services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension plans.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/14/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
IN
10/29/2015 - 10/30/2019
LPL FINANCIAL LLC (LAFAYETTE IN)
IN
05/22/2013 - 10/29/2015
CETERA INVESTMENT SERVICES LLC (LAFAYETTE IN)
BOTH
Issued 09/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Sharp is the right advisor for you? Invested Better is here to help.
