Kevin Sherman (CRD# 6990488) is an Investment Advisor Representative working at Lpl Financial LLC in Atlanta, TX and has over 4 years of experience in the finance industry.
CRD# 4785997
Raymond James Financial Services Advisors, Inc.
CRD# 6677485
Edward Jones
CRD# 5225616
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Atlanta, TX | Jul 2018 - Current | 5 |
| Intrua Financial, LLC | Atlanta, TX | Oct 2021 - Dec 2023 | 2 |
| Intrua Advisory Group, LLC | Atlanta, TX | Nov 2018 - Nov 2021 | 3 |
| Cass County Bank A Branch Of Morris County National Bank | Queen City, TX | Apr 2017 - Jul 2018 | 1 |
| Tri-state Lawn, LLC | Atlanta, TX | Jan 2017 - Jul 2017 | < 1 |
| Texar Federal Credit Union | Texarkana, TX | Jul 2005 - Mar 2017 | 11 |
| Kevin Sherman | Atlanta, TX | Mar 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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