Sherin WhitfieldCRD 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.
Gaam Wealth Advisors, Inc.
Integrity Capital Management
|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|
Total Assets Under Management3,126MILLIONS
Total Number of Accounts14,804ACCOUNTS
Average Account Value$211,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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