Sharon Count (CRD# 5956126) is an Investment Advisor Representative working at Lpl Financial LLC in Northfield, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Northfield, IL | Jul 2021 - Current | 2 |
| Waddell & Reed, Inc. | Northfield, IL | Nov 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Glenview, IL | Nov 2016 - Jul 2021 | 4 |
| Count Consulting, LLC | Glenview, IL | Oct 2015 - Jul 2021 | 5 |
| Count Enterprises, Llc Dba Corner Eyecare | Glenview, IL | Nov 2009 - Dec 2017 | 8 |
| Count Mediation & Financial Planning | Northfield, IL | Oct 2015 - Nov 2016 | 1 |
| Bank Of America, N.a. | Chicago, IL | Jan 2013 - Oct 2015 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Nov 2012 - Oct 2015 | 2 |
| Merrill Lynch Pierce Fenner & Smith | Chicago, IL | Nov 2012 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- IL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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