Kevin Sherman, financial advisor Atlanta TX

Kevin Sherman

CRD Number: 6990488
Current Firm: Intrua Financial

Kevin Sherman (CRD# 6990488) is an Investment Advisor Representative working at Intrua Financial in Atlanta, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Intrua Financial, LLC Atlanta, TX Oct 2021 - Current 1
Lpl Financial, LLC Atlanta, TX Jul 2018 - Current 4
Intrua Advisory Group, LLC Atlanta, TX Nov 2018 - Nov 2021 3
Cass County Bank A Branch Of Morris County National Bank Queen City, TX Apr 2017 - Jul 2018 1
Tri-state Lawn, LLC Atlanta, TX Jan 2017 - Jul 2017 < 1
Texar Federal Credit Union Texarkana, TX Jul 2005 - Mar 2017 11
Kevin Sherman Atlanta, TX Mar 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Kevin L. Sherman
Phone Number: 713-355-9910
Firm Website: http://www.intrua.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,272
    MILLIONS
  • Total Number of Accounts
    4,522
    ACCOUNTS
  • Average Account Value
    $281,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, ID, IL, KS, KY, LA, MD, MN, MO, MS, NC, NJ, NM, OK, PA, TN, TX, VA, WA

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