Sharon Goss is a registered investment advisor at LPL Financial LLC, based in Marlton, NJ, with 23 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
57 South Maple Avenue, Marlton, NJ, 08053-2031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon operates under the DBA M Financial Planning Services for her LPL business, dedicating full-time hours to this investment-related activity. She also works in sales for Mary Kay Cosmetics, a non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Vanguard Marketing CorporationBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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