Sherry Irwin (CRD# 7688773) is an Investment Advisor Representative working at The Table Financial Planning LLC in Fountain Hills, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Table Financial Planning | Fountain Hills, AZ | Mar 2022 - Current | 2 |
| Microsoft | Redmond, WA | May 2017 - Feb 2022 | 4 |
| Mckesson | Phoenix, AZ | Nov 2016 - Apr 2017 | < 1 |
| Ineight | Scottsdale, AZ | Oct 2015 - Sep 2016 | < 1 |
| Unemployed | Snoqualmie, WA | May 2015 - Sep 2015 | < 1 |
| Predixion Software | Redmond, WA | Sep 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- AZ
- CA
- IA
- TX
- VA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$115,221
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, IA, TX, VA
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