Sherri Beabout, financial advisor Lafayette IN

Sherri Beabout

CRD Number: 2889416
Current Firm: Cambridge Investment Research Advisors, Inc.

Sherri Beabout (CRD# 2889416) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lafayette, IN and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2022 - Current 1
Lpl Financial, LLC Lafayette, IN Oct 2015 - Sep 2022 6
Cetera Investment Advisers LLC Lafayette, IN Jan 2014 - Oct 2015 1
First Merchants Bank Muncie, IN Aug 2001 - Oct 2015 14
Cetera Investment Services LLC Muncie, IN Feb 1999 - Oct 2015 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1997
Contact Info for Sherri R. Beabout
Phone Number: 641-472-5100
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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