Sherri Marini (CRD# 3115057) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 25 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Advisory Group, Inc. | Hermitage, PA | Jun 2009 - Current | 14 |
| Freedom Financial & Realty Group, LLC | Hermitage, PA | Jul 2005 - Current | 18 |
| Legacy Financial Strategies, Inc. | Hermitage, PA | Feb 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- OH
- PA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$61,652
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
OH, PA
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