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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherrie? Claim Your ProfileSherrie Lynn Keylon is a financial advisor with First Command Advisory Services. Sherrie Lynn Keylon has been in the financial services industry since 1992. Sherrie Lynn Keylon provides financial advice to individuals and businesses. She is registered with the state of Texas as a Registered Representative and an Investment Advisor Representative.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/01/2022 - Present
First Command Advisory Services (FORT WORTH TX)
TX
09/28/2018 - 03/30/2022
LPL FINANCIAL LLC (AUSTIN TX)
TX
12/16/2014 - 10/13/2016
LPL FINANCIAL LLC (AUSTIN TX)
TX
11/11/2008 - 11/19/2014
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
TX
03/20/1999 - 11/06/2008
MML INVESTORS SERVICES, INC. (SAN ANTONIO TX)
TX
08/17/1998 - 03/17/1999
BROADWAY BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
CA
02/27/1996 - 11/05/1997
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NA
11/13/1989 - 06/28/1994
FIDELITY BROKERAGE SERVICES, INC.
RI
01/20/1988 - 06/28/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
08/06/1987 - 03/21/1988
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 02/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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