Sherry Bogus (CRD# 4465805) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Montgomery, TX and has over 22 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4513869
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sb Investment Group, LLC | Montgomery, TX | Sep 2022 - Current | 1 |
| Allstate Insurance Company | Spring, TX | Apr 2021 - Current | 3 |
| Bankers Life Securities, Inc. | Houston, TX | May 2016 - Mar 2021 | 4 |
| Bankers Life & Casualty Company | Houston, TX | Nov 2005 - Mar 2021 | 15 |
| Bankers Life | Houston, TX | Nov 2005 - Jan 2018 | 12 |
| Proequities Inc. | Houston, TX | Jul 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Dec 2001 |
- TX
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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