Morgan Stanley
44yrs
Top advisor by experience in Lafayette
13yrs
Based in Lafayette, Indiana, David Sharp is a fiduciary financial advisor with 13 years of industry experience. David joined Calton & Associates in 2019, after four years at LPL Financial and two years at Cetera Investment Advisers. Calton & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 116 advisors with offices in Lafayette, and one of 105 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office2920 Conservation Club Rd, Lafayette, IN 47905
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$286,773
Advisors at the firm140
States licensed ?1 state
Services through Calton & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowCalton & Associates, Inc.Current firm
- 2015 – 2019LPL Financial LLCPreviously
- Jan 2014 – Oct 2015Cetera Investment Advisers LLCPreviously
- Sep 2013 – Jan 2014Cetera Investment Services LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Calton & Associates at 813-264-0440 and ask for David Sharp. David works from the Lafayette, IN office.
How long has David been a financial advisor?
David has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Calton & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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