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Advisor Services

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Funds Used With Clients

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Firm Client types



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Employer Years Dates
Invest Financial Corporation 11 months, 3 weeks Nov 2015 - Present
United Community Banks Inc 11 months, 3 weeks 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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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
  • license status
  • disclosures
  • 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:


Invest Financial Corporation

Last updated on Oct. 18, 2016
    • $4.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 32K
    • $140.6K
      Estimated Average Account Balance


Types of Compensation Arrangements

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