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Sharla Cameron

20 Years of Experience
Lacey, WA
BrokerSells Insurance

Sharla Cameron is a registered investment advisor at LPL Financial LLC, based in Lacey, WA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

612 Woodland Square Loop Se, Ste 320, Lacey, WA, 98503

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Sharla is involved in several business activities, including serving as a DBA for LPL business, working as an IAR of Financial Advocates Investment Management, and owning an insurance agency. She also owns Art in the Attic, LLC, and works for McSwain Financial Services.

Employment History
Current Registrations
LPL Financial LLC
February 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
Financial Advocates Investment Management
November 2014 - March 2025 · 10 yrs 4 mos
Financial Advocates Advisory Services, LLC
October 2008 - March 2011 · 2 yrs 5 mos
Diversified Financial Advisors
November 2006 - May 2010 · 3 yrs 6 mos
LPL Financial LLC
May 2005 - September 2016 · 11 yrs 4 mos
State Registrations28 states
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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.