Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Franklin Sharp is an investment advisor representative with Davenport & Co. LLC in RICHMOND, Virginia. William has been in the industry since 2006 and has a variety of experience, including working at Truist Investment Services, Inc., BB&T Securities, LLC, and Scott & Stringfellow, Inc. William has passed the Series 66, Series 99TO, SIE, and Series 7 exams, as well as the Uniform Combined State Law Examination. William is registered with the state of Virginia and has been since 2022. William specializes in working with individuals, families, and businesses, and provides financial planning and portfolio management services. William is committed to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
12b-1 fees and/or shareholder servicing fees
1
2
VA
02/11/2022 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
02/17/2021 - 05/04/2021
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
10/30/2007 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
08/09/2006 - 10/30/2007
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 02/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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