Sharina C Smith
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMar 2024 to now
- Simmons BankMar 2024 to now
- Ozarks Technical Community CollegeNov 2013 to now
- MML Investors Services LLCApr 2023 to Jul 2023
- Synergy Wealth Solutions/mass MutualApr 2023 to Jul 2023
- Morgan StanleyAug 2021 to Feb 2023
- Drury UniversityJul 2020 to Jul 2021
- Missouri State UniversityJun 2020 to May 2022
- MML Investors Services, LLCMar 2017 to Jul 2021
- Msi Financial Services, Inc.Dec 2016 to Mar 2017
- Mass Mutual Life Insurance CoNov 2016 to Jul 2021
- State Farm, Mark Clippard AgencyMay 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MO).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6332744
- Firm CRD
- 6413