Sharon Gail Joseph

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

• 12/1993 → Present
  Linsco/Private Ledger Corp.
  Fredericksburg, TX

Other Businesses

1. 05/25/2000 - Non-Variable Insurance - INV REL - FINANCIAL RESOURCES OF KANSAS CITY, INC. - INSURANCE - TIME SPENT 80%. 2. 01/17/2002 - JOSEPH FINANCIAL PARTNERS - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 5/26/2017 - Joseph Financial Partners - Investment Related - 450 Earl Garrett, Kerrville, Texas (restaurant where we meet) - Other-Speaker/Seminar - Started 09/01/1990 - 5 Hours Per Month/0 Hours During Securities Trading - Seminars for Women. 4. 12/31/2024 - S & J Properties - Not Investment Related - Other - Business Owner - At Reported Business Location(s)- Start date: 09/09/2024 - 1 Hrs/Mth - 0 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2015-01-09
• S63 Uniform Securities Agent State Law Examination
  1983-07-26

Other Names

• Sharon Wassenich
• Sharon Gail Wassenich
• Sharon Joseph Wassenich