Sharon Medina
Sharon Medina is a registered investment advisor at LPL Financial LLC, based in League City, TX, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2600 S Shore Blvd Ste 300, League City, TX, 77573
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other 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
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Bft Financial Group, LLCBroker
Bft Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
American General Securities IncorporatedBroker
Sunamerica Securities, INC.Broker
H. Beck, INC.Broker
State Registrations3 states
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.