Parker Sherry, financial advisor Boardman OH

Parker Sherry

CRD Number: 7559172
Current Firm: Cambridge Investment Research Advisors, Inc.

Parker Sherry (CRD# 7559172) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boardman, 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 Feb 2024 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2023 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA May 2022 - Current 2
West Liberty University West Liberty, WV Oct 2022 - May 2023 < 1
1820 Company East Palestine, OH Jan 2015 - Sep 2022 7
Leake Oil East Palestine, OH May 2021 - Sep 2021 < 1
East Palestine City Park East Palestine, OH May 2020 - Sep 2021 1
Learnmap Columbiana, OH May 2018 - Sep 2020 2
East Palestine City Schools East Palestine, OH Sep 2012 - May 2019 6
East Palestine City Park East Palestine, OH May 2017 - Sep 2018 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2024
Contact Info for Parker S. Sherry
Phone Number: 641-472-5100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
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, WY

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