Michele Sharpe Schneider

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

• 12/2006 → 04/2019
  Woodbury Financial Services
  Satellite Beach, FL
• 04/2019 → Present
  Lpl Financial Llc
  Satelite Beach, FL

Previous Registrations

• 2006-12-11 → 2019-04-04
  Woodbury Financial Services, Inc.
  Satellite Beach, FL
  Ocala, FL
  Satellite Beach, FL
• 1994-04-08 → 2007-01-05
  Ubs Financial Services Inc.
  Melbourne, FL
  Melbourne, FL

Other Businesses

1)02/20/2019 - Schneider Financial Group Inc. - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2007 2)02/20/2019 - Coquina Point - Real Estate Rental - Satellite Beach, FL - inv rel - start: 02/2004

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-24
• S63 Uniform Securities Agent State Law Examination
  1986-05-05

Designations

• Certified Financial Planner

Other Names

• Michele Marie Sharpe