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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Invest Financial Corporation 10 months Nov 2015 - Present
United Community Banks Inc 10 months Nov 2015 - Present
Investment Professionals Inc 2 years, 4 months Jul 2013 - Nov 2015
Palmetto Trust & Investment Group 3 years, 7 months Apr 2012 - Nov 2015
Studio Two Photography 5 years, 9 months Nov 2005 - Aug 2011
Chestnut Ridge Church 5 years, 6 months Jul 2004 - Jan 2010
Raymond James Financial Services, Inc. 14 years, 6 months Jan 1999 - Jul 2013
The Palmetto Bank 27 years, 9 months Oct 1985 - Jul 2013
Are You
Linda Carpenter Sharpton?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Linda Sharpton

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Invest Financial Corporation

Last updated on July 19, 2016
    • $4.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 32K
      Accounts
    • $140.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Performance-Based Fees
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