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Andrea C
Series 63, Series 65
Fredericksburg, TX
LPL Financial
Andrea Condon is a financial advisor with LPL Financial in Fredericksburg, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with LPL Financial and its predecessor since 2005 and worked at Osaic FA, Inc. from 2002 to 2005. Outside of her advisory work, she designs and sells seasonal decorative wreaths and provides lifestyle management services, including travel and personal shopping assistance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.
Joseph D
Series 66
Fredericksburg, TX
LPL Financial
Joseph Donovan is a financial advisor with LPL Financial in Fredericksburg, TX, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2009 and was previously with Wells Fargo Investments from 2004 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for research and operations.
Stephen W
Series 63, Series 65
Fredericksburg, TX
LPL Financial
Stephen Wade is a financial advisor with LPL Financial in Fredericksburg, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior experience includes roles at Chase Investment Services Corp. and operating Steve Wade Investment Services, LLC. He is also employed outside of the investment industry by Gillespie Farm Mutual Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 advisors. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and specialized institutional platforms.
Sondra F
Series 63, Series 65, Series 66
Fredericksburg, TX
LPL Financial
Sondra Forkner is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms including Lucia Securities, RJL Wealth Management, and Raymond J. Lucia Companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.
Sharon J
Series 63, Series 66
Fredericksburg, TX
LPL Financial
Sharon Joseph is a financial advisor with LPL Financial in Fredericksburg, TX, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Linsco/Private Ledger Corp., now part of LPL, since 1993. Joseph conducts seminars focused on women’s financial education and operates a small business outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools that enhance advisor operations and research.
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