Sharon J Squyres

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 06/2018
  Next Financial Group, Inc.
  Corpus Christi, TX
• 06/2018 → 06/2021
  Voya Financial Advisors
  Corpus Christi, TX
• 08/2021 → 09/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2021 → 06/2022
  Lpl Financial, Llc
  Portland, TX
• 06/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX

Other Businesses

I*921235, Entity Type:Entity For Profit, Name of OBA:San Patricio County Riding and Roping Club, Inc, Address: Sinton, TX 78387, Investment Related: Yes, Position, Title, Association: Officer Employee Start Date:01/01/2010 No Hours: No Hours during trading: Duties:San Patricio County Riding and Roping Club, Inc is a local equine riding club that provides a place for families to ride in amateur equine sports, organized in the 1950's. It is strictly a organization run by volunteers. I have been involved with the organization for approximately 12 years in various positions - President, Vice President and Secretary. I currently serve in the Secretary position. The "club" does not have any investments and does not contribute to any political parties. While the Treasurer is the primary signer on the the checking account there are 2 other authorized signers, me, as secretary and a director. The financial report is provided to the members on a monthly basis and is reviewed by the full board quarterly.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-03
• S63 Uniform Securities Agent State Law Examination
  2002-04-12

Other Names

• Sharon Joyce Graham
• Sharon Joyce Guynn
• Sharon Joyce Squyres