Sherry Adler, AIF®, CDFA® in

Sherry Adler, AIF®, CDFA®

Supporter · DISC type s
Financial Advisor / Division Manager at LPL Financial
📍 Helendale, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Financial Advisor / Division Manager
Job Level
Middle
Location
Helendale, California, United States
Personality Overview

How Sherry shows up

Slow To Decisions
Thoughtful In Approach
Risk-averse

They are motivated by the potential impact of their decision on the organization. They prefer to follow rules and procedures. They maintain good relationships with everyone, internally and externally.

Priorities

Topics Sherry cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2025
Financial Advisor / Division Manager
LPL Financial
2009
Certified Divorce Financial Analyst®
CDFA®
6-2016 - 7-2025
Financial Advisor / Division Manager
NEXT Financial Group, Inc.
1995 - 2002
Chief Financial Officer
Micro Systems Integration, LLC
1987 - 1995
Vice President, Registered Investment Advisor
NorthWest Quadrant, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2021
Accredited Investment Fiduciary (AIF®)
Fi360
Education details unavailable
Chapman University
Education details unavailable
Institute for Divorce Financial Analysts
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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