Sharon Lenise Walls

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

• 08/2016 → Present
  Corpus Christi Financial Group
  Corpus Christi, TX
• 08/2016 → 06/2021
  Voya Financial Advisors, Inc.
  Corpus Christi, TX
• 06/2021 → 07/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2021 → Present
  Lpl Financial, Llc
  Corpus Christi, TX

Previous Registrations

• 2021-06-09 → 2021-09-01
  Cetera Wealth Services, Llc
  Corpus Christi, TX
  Toledo, OH
• 2021-02-10 → 2021-06-09
  Voya Financial Advisors, Inc.
  Corpus Christi, TX
  Toledo, OH

Other Businesses

1. 08/26/2021 - CORPUS CHRISTI FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ CORPUS CHRISTI, TX - Start date: 08/2021 2. 05/30/2023 - JW Ag Service - Not Investment Related - Home Based - Rep's Business - 50% Owner - Start Date 03/24/2023 - 5 Hours Per Month/ 0 During Securities Trading 3. 10/06/2025 - Coastal Financial - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv rel - Start date:10/29/2025 - 40hrs/ mnth during Trading

Exams

• S66 Uniform Combined State Law Examination
  2018-01-11

Other Names

• Sharon Lenise Mundine