Sharon Zimmerly
Sharon Zimmerly is a registered investment advisor at LPL Financial LLC, based in Findlay, OH, with 14 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
300 W Main Cross St, Findlay, OH, 45840
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Regulatory History (1)
Financial
June 2018Other Business Activities
Sharon operates Jackson Wealth Management as a DBA for her LPL business, dedicating full-time hours to it. She also serves as a Notary Public in Ohio, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
State Registrations2 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.