Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Richard Sherman

Sherman Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Richard Sherman

Christopher Sherman is a financial advisor with Sherman Financial. Christopher is registered with the state of North Carolina. Christopher is a registered investment advisor representative. Christopher has Series 65. Christopher has been a financial advisor since 2016. Christopher provides financial planning services to individuals and high-net-worth individuals. Christopher also provides business and nonprofit financial consulting and management services through Sherman Financial Consulting.

Firm Information

Christopher Sherman is currently registered with Sherman Financial. Sherman Financial is a registered investment adviser that provides financial planning services to individuals and high-net-worth individuals. The firm has 19 high-net-worth clients and 21 other individual clients.

Not reported

Assets Under Management

40

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Sherman’s Registration & Firm History

NC

09/27/2016 - Present

Sherman Financial (CHAPEL HILL NC)

Not sure if Christopher Richard Sherman is right for you?

Licenses & Designations

IA

Issued 08/02/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Richard Sherman.
Not sure if Christopher Richard Sherman is right for you?