Lpl Financial LLC
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About this Advisor
Sharon Peterson is a financial advisor whose office is in San Diego, California. Currently a registered financial advisor at Lpl Financial LLC, Peterson has a notable 31 years of professional experience as a financial advisor. Peterson holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Peterson is able to act as an advisor based out of California. Over the course of their career, they have held roles at Personalized Spending Plans, Lpl Financial, LLC and Sharmarc Financial Advisors, Inc. Lpl Financial LLC is headquartered in San Diego, California, and operates out of 8,011 locations throughout the nation. As a company, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 23% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sharon Peterson Work History
Sharon has 31 years of experience.
Sharmarc Financial Advisors, Inc
Lpl Financial, LLC
Personalized Spending Plans
Sharon Peterson has disclosures.
Please visit their SEC profile for more details.