Carol Sherr (CRD# 2005880) is an Investment Advisor Representative working at Brooks Financial Advisory Group,inc. in Lake Worth, FL and has over 34 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investacorp Advisory Services, Inc. | Miami Lakes, FL | Oct 2001 - Current | 22 |
| Investacorp,inc. | Miami Lakes, FL | Sep 1999 - Current | 24 |
| Brooks Financial Advisory Group, Inc. (formerly Sherr Investmen | Lake Worth, FL | Aug 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- FL
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$134,527
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
FL, NC
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