Sheri Latimer, financial advisor Anna OH
87 score

Sheri Latimer

CRD Number: 1300315
Current Firm: Cambridge Investment Research Advisors, Inc.

Sheri Latimer (CRD# 1300315) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Anna, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2005 - Current 11
Cambridge Investment Research, Inc. Fairfield, IA Mar 2003 - Current 13
Century Companies Waverly, IA Jan 1982 - Current 34
Lutheran Mutual Life Ins. Waverly, IA Jan 1982 - Current 34

Sheri Latimer has no recent exams reported.
Contact Info for Sheri L. Latimer
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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