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Sherry L Tilson

Worthington Wealth Management

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About Sherry L Tilson

Sherry Tilson is a financial advisor with Worthington Wealth Management. Sherry has been working in the financial services industry for over 15 years. Sherry has experience working with individuals, high net worth individuals, and other investment advisors. Worthington Wealth Management is an investment advisory firm located in Worthington, Ohio. The firm provides portfolio management services to individuals, high net worth individuals, and other investment advisors. The firm's client assets under management are between $100 million and $500 million.

Firm Information

Sherry Tilson is currently registered with Worthington Wealth Management. Worthington Wealth Management is an investment advisor located in Worthington, OH. They provide portfolio management for individuals and have $127,961,399 in regulatory assets under management. The firm has 2 licensed agents and 4 investment advisor representatives. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a total of 321 accounts.
Worthington Wealth Management

57 EAST WILSON BRIDGE ROAD

WORTHINGTON, OH 43085

$127.96M

Assets Under Management

25

Total Clients

4

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sherry Tilson’s Registration & Firm History

OH

04/30/2021 - Present

Worthington Wealth Management (WORTHINGTON OH)

OH

03/23/2012 - 05/04/2021

BENJAMIN F. EDWARDS & COMPANY, INC. (COLUMBUS OH)

OH

01/01/2008 - 03/26/2012

WELLS FARGO ADVISORS, LLC (DUBLIN OH)

OH

03/27/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (DUBLIN OH)

OH

04/07/2006 - 03/28/2007

MCDONALD INVESTMENTS INC. (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 11/07/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Sherry L Tilson. Review regulatory record here.
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