Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Gray Sherrill is a financial advisor with LPL Financial LLC. She is based in Dalton, GA and has been in the financial industry since 1987. She has a strong background in securities and has held positions at several firms, including WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and SHEARSON LEHMAN HUTTON INC. Cheryl is registered in five states, including Florida, Georgia, North Carolina, Tennessee, and Virginia. She specializes in providing a variety of services to clients, including financial planning, pension consulting, and portfolio management. Cheryl is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
12/14/2012 - Present
LPL Financial LLC (DALTON GA)
GA
01/01/2008 - 12/17/2012
WELLS FARGO ADVISORS, LLC (DALTON GA)
GA
10/16/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DALTON GA)
NY
12/01/1988 - 12/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/15/1988 - 11/17/1988
SHEARSON LEHMAN HUTTON INC.
NA
08/20/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 08/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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