Sherin Whitfield, financial advisor Kingsport TN
93 score

Sherin Whitfield

CRD Number: 4467322
Current Firm: Cwm, LLC

Sherin Whitfield (CRD# 4467322) is an Investment Advisor Representative working at Cwm, LLC in Kingsport, TN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Omaha, NE Aug 2014 - Current 2
Gaam Wealth Advisors, Inc. Kingsport, TN Apr 2013 - Current 3
Lpl Financial LLC Kingsport, TN Nov 2008 - Current 8
Gaam Wealth Advisors, Inc. Kingsport, TN May 1997 - Nov 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Sherin S. Whitfield
Phone Number: 402-330-0808
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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