Shari Miller – Symbio Financial Partners

Specialties

Wealth Management, Financial Planning, Investment Management

History

Established in 2002.

Our mission is to simplify our clients’ financial life by offering guidance centered on their unique needs.

Securities offered through LPL Financial a Registered Investment Advisor, member FINRA/​SIPC.

www​.finra​.org www​.sipc​.org

For a list of states in which I am registered to conduct securities business, visit my website at www​.lpl​.com/​s​h​a​r​i​.​m​iller

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Meet the Business Owner

Shari M.

Business Owner

Series 7 Registered Financial Advisor June 1986, Currently held with LPL Financial

Series 24 Registered Principal June 1997, Currently held with LPL Financial

CA Insurance License #0C67048 July 1999

Completed Certified Financial Planner™Professional Education Program January 2000

AIF (Accredited Investment Fiduciary) Designation May 2010

Member Financial Services Institute (FSI) August 2011

Member LPL Financial Political Action August 2011