Lindsey Sherer, financial advisor Bishop CA

Lindsey Sherer

CRD Number: 5351438
Current Firm: Mml Investors Services, LLC

Lindsey Sherer (CRD# 5351438) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bishop, CA and has over 15 years of experience in the finance industry. Lindsey Sherer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Bishop, CA Jan 2018 - Current 4
Massmutual Financial Group Bishop, CA Oct 2017 - Current 5
Unemployed Bishop, CA Aug 2017 - Sep 2017 < 1
Mml Investors Services Inc. Las Vegas, NV Jun 2009 - Aug 2017 8
Massmutual Life Insurance Company Bishop, CA May 2009 - Aug 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Lindsey M. Sherer
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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