Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
New
Sharon Chen
Financial advisor at LPL Enterprise
Sharon Chen is a fiduciary financial advisor in San Jose, California, registered since Jun 2026. Sharon joined LPL Enterprise in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office1731 Technology Dr Suite 600, San Jose, CA 95110
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowLPL Enterprise, LLCCurrent firm
Contact Sharon
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Sharon. 1731 Technology Dr Suite 600San Jose, CA 95110Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask Sharon
Tailored to Sharon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sharon
How do I contact Sharon?
Call LPL Enterprise at (704) 733-3300 and ask for Sharon Chen. Sharon works from the San Jose, CA office.
How long has Sharon been a financial advisor?
Sharon is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Sharon hold?
Series 66. Tap any license on this page to see what it allows.
Is Sharon a fiduciary?
Sharon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sharon paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sharon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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