Sharon Ireland is a registered investment advisor at LPL Financial LLC, based in Oklahoma City, OK, with 25 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
6200 Waterford Blvd, Oklahoma City, OK, 73118
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sharon uses Independent Advisers Group as a DBA for her LPL business. This activity is investment-related and takes up all of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Phillips Capital Advisors, INC.
T.S. Phillips Investments, INC.Broker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Spelman & CO INC
Spelman & CO., INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Citicorp Investment ServicesBroker
Service Asset Management CompanyBroker
State Registrations1 state
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.