Broker Check
Center for Wealth Management Home
Account View
Center for Wealth Management Home
  • Home
  • About 
    • Financial Advice - Our Team
    • Wealth Manager - Who We Are
    • Mission
    • Wealth Management - What We Do
    • Financial Services - About LPL
    • Blog
    • Event
  • Resource Center 
    • Business Owners
    • Medical Professionals
    • College Education
    • Estate Planning
    • Financial Planning
    • Investment Management
    • Navigating Market Cycles
    • Proactive Investment Management
    • Retirement Income Strategies
    • Tax Planning
    • Bonds 101
    • Dividends 101
    • Insurance
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
  • Documents 
    • CRS Forms
  • Contact
Account View

Contact

Office: 513-407-5430

Fax: 513-206-9765

PO Box 778

Amelia, OH 45102

beverly.sexton@lpl.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisors associated with Center for Wealth Management Financial may either be (1) registered representatives with, and securities offered through LPL Financial, Member FINRA / SIPC and investment advisor representatives of Center for Wealth Management Advisory; or (2) solely investment advisor representatives of Center for Wealth Management Advisory, and not affiliated with LPL Financial.  Investment advice offered through Center for Wealth Management Advisory, a registered investment advisor.  Center for Wealth Management Advisory and Center for Wealth Management Financial are separate entites from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CT, DC, FL, GA, ID, IL,  IN, KY, ME, MD, MA, NC, NJ, NY, OH, PA, SC, TX, VT, WA & WI.