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Sharon Medina

LPL Financial LLC
30 Years of Experience
League City, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Sharon Medina is a registered investment advisor at LPL Financial LLC, based in League City, TX, with 30 years of industry experience. Sharon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2600 S Shore Blvd Ste 300, League City, TX, 77573

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sharon is the owner/operator/registered agent of Medina Insurance Agency, selling auto, home, and commercial general liability insurance, dedicating minimal time. She is also a co-owner of Pinnacle International Investments, LLC, a business entity for tax/investment purposes only, also dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 5 mos
LPL Financial LLC
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2019 - June 2024 · 5 yrs
Ameriprise Financial Services, LLCBroker
June 2019 - June 2024 · 5 yrs
Ameriprise Financial Services, INC.
June 2019 - June 2019 · 0 mos
Bft Financial Group, LLCBroker
May 2003 - June 2019 · 16 yrs 1 mo
Bft Financial Group, LLC
May 2003 - June 2019 · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - May 2003 · 3 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 1999 - May 2003 · 3 yrs 7 mos
American General Securities IncorporatedBroker
January 1999 - September 1999 · 8 mos
Sunamerica Securities, INC.Broker
January 1996 - September 1998 · 2 yrs 8 mos
H. Beck, INC.Broker
September 1995 - January 1996 · 4 mos
State Registrations3 states
NCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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