Sharon
Peterson

Lpl Financial LLC

CRD#1036324
Investment Advisor
in San Diego, CA
Are you Sharon Peterson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

31 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

11770 Bernardo Plaza Ct #101
San Diego, CA 92128-2423

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Sharon Peterson Work History

Sharon has 31 years of experience.

2006 - Present (13 years)

Sharmarc Financial Advisors, Inc

1998 - Present (21 years)

Lpl Financial, LLC

1987 - Present (32 years)

Personalized Spending Plans

Disclosures

Sharon Peterson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started