Sharon Peters
Sharon Peters is a registered investment advisor at LPL Financial LLC, based in Silver Spring, MD, with 3 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
8121 Georgia Ave Suite 320, Silver Spring, MD, 20910
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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 ActivitiesSells Insurance
Sharon sells non-variable insurance products and acts in a fiduciary capacity. She is also involved with tax preparation/accounting, real estate rental, and serves as a non-profit board member, while dedicating full-time hours to Advance Financial LLC and Prudential Advisors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 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.