Sherilyn
Laughlin

Lpl Financial LLC

CRD#4730580
Investment Advisor
in Reno, NV

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About this Advisor

Sherilyn Laughlin is a financial advisor based out of Reno, Nevada, who has been in the industry for 12 years. Laughlin is an employee of Lpl Financial LLC. Throughout their career, Laughlin has worked at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Nevada State Bank (Zions Bank Affiliation) and Lpl Financial LLC. Laughlin has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in Nevada. Lpl Financial LLC is a company headquartered in Reno, Nevada. The firm has offices in 9,898 locations and a total of 28,744 financial advisors. It has $404 billion in assets among its 1,517,995 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 3,162 charities and foundations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a number of services, such as 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

1 W Liberty St., 3Rd Fl
Reno, NV 89501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

NV Average: $646,059,043
Total Number of Employees

28,744

NV Average: 13
Total Number of Accounts

1,517,995

NV Average: 661
Average Account Size

$266,257

NV Average: $977,396

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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
  • Other

Sherilyn Laughlin Work History

Sherilyn has 12 years of experience.

2020 - Present (2 years)

Lpl Financial LLC

2019 - Present (3 years)

Nevada State Bank (Zions Bank Affiliation)

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2010 - 2019 (9 years)

Wells Fargo Bank Na

Disclosures

Sherilyn Laughlin has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Goeke
Saint Louis, MO
Jonathan Davis
Spokane, WA
Tyler Atkinson
Bellevue, WA
Anthony Velarde
Oxnard, CA
Anthony Rue
San Diego, CA
Bret Edensword
Seattle, WA
Ruthanna Goodman
Louisville, KY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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