Sherri Brown (CRD# 2795581) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Greensboro, NC and has over 24 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oppenheimer & Company Inc. | Greensboro, NC | Aug 2019 - Current | 4 |
| American Insurance Organization | Philadelphia, PA | Apr 2019 - Aug 2019 | < 1 |
| Wells Fargo Clearing Services LLC | High Point, NC | Apr 2017 - Jan 2019 | 1 |
| Cali Pearl Corporation | Greensboro, NC | Aug 2015 - Mar 2017 | 1 |
| Cla Usa Advisory Group, LLC | Frisco, TX | Apr 2015 - Aug 2015 | < 1 |
| Cali Pearl Corporation | Greensboro, NC | Jun 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- NC
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Total Assets Under Management27,451MILLIONS
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Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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