Sharon Marie Medina

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Houston, TX
• 05/2003 → 06/2019
  Bft Financial Group, Llc
  Bedford, TX
• 03/2020 → 05/2024
  Ameriprise Financial Services, Llc
  Houston, TX
• 05/2024 → Present
  Lpl Financial Llc
  League City, TX

Previous Registrations

• 2019-06-21 → 2024-06-05
  Ameriprise Financial Services, Llc
  Victoria, TX
  Houston, TX
  Victoria, TX
  League City, TX
• 2003-05-21 → 2019-06-27
  Leo Brokerage, Llc
  Victoria, TX
• 1999-10-29 → 2003-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stafford, TX

Other Businesses

1) 2026-05-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Pinnacle Investment Advisors LLC - DBA for LPL Business (entity for LPL business) - Y - 140 - 140 - at reported business location(s) - 2026-04-02 - Duties of a Financial Advisor for and through LPL Financial LLC, Including: Investment, Retirement, and asset management. Financial Planning 2) 2024-05-31 - Medina Insurance Agency - Insurance Agency - Y - 4 - 0 - 2213 WATER WAY, SEABROOK, TX 77586 - 2024-05-14 - 3) 2024-05-31 - Pinnacle International Investments, LLC - Business Entity For Tax/Investment Purposes Only - N - 4 - 0 - at reported business location(s) - 2024-05-14 -

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-05
• S63 Uniform Securities Agent State Law Examination
  1995-06-19

Other Names

• Sharon Marie Dunkel