Sherry Neeley (CRD# 7664179) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has 1 year of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 4234153
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Educational Consulting - Self Employed | New Braunfels, TX | Mar 2023 - Current | 1 |
First Command Brokerage Services, Inc. | Fort Worth, TX | Feb 2023 - Current | 1 |
First Command Advisory Services, Inc. | Fort Worth, TX | Feb 2023 - Current | 1 |
First Command Insurance Services, Inc. | Fort Worth, TX | Feb 2023 - Current | 1 |
First Command Brokerage Service, Inc. | Fort Worth, TX | Nov 2022 - Feb 2023 | < 1 |
New Braunfels Church Of Christ | New Braunfels, TX | Mar 2020 - Dec 2022 | 2 |
Stay At Home Mom | New Braunfels, TX | Dec 2019 - Mar 2020 | < 1 |
Walk No More Carpool | Grand Prairie, TX | Aug 2014 - Dec 2019 | 5 |
Stay At Home Mom | Pflugerville, TX | Jan 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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