Sherry BelisleCRD Number: 5170095
Current Firm: Usaa Investment Management Company
Sherry Belisle (CRD# 5170095) is an Investment Advisor Representative working at Usaa Investment Management Company in Phoenix, AZ and has over 12 years of experience in the finance industry.
Commonwealth Financial Network
Woodbury Financial Services, Inc.
|Apex||Scottsdale, AZ||Apr 2019 - Current||< 1|
|Usaa Financial Advisers Inc.||Phoenix, AZ||Apr 2019 - Current||< 1|
|Usaa Investment Management Company||Phoenix, AZ||Apr 2019 - Current||< 1|
|Unemployed||Litchfield Park, AZ||Oct 2017 - Apr 2019||1|
|J.p. Morgan Securities LLC||Sun City, AZ||Jul 2006 - Oct 2017||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
Total Assets Under Management23,148MILLIONS
Total Number of Accounts147,769ACCOUNTS
Average Account Value$156,652
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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