Sharon Faye Miller

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

• 10/1986 → Present
  Invest Financial Corp.
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Lithonia, GA

Previous Registrations

• 2006-09-13 → 2018-02-16
  Invest Financial Corporation
  Tucker, GA
  Lithonia, GA
  Atlanta, GA
  Lithonia, GA
  Eutaw, AL
  Columbus, GA
  East Point, GA
  Stone Mountain, GA
  Birmingham, AL
  Atlanta, GA
  Appleton, WI

Other Businesses

1. 02/14/2018 - Sharon Miller Investment Services & Retirement Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2018.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-06
• S63 Uniform Securities Agent State Law Examination
  1987-04-14

Other Names

• Sharon Faye Senterfitt