Sherry McNair, financial advisor Lubbock TX
86 score

Sherry McNair

CRD Number: 3162832
Current Firm: 1st Global Advisors Inc.

Sherry McNair (CRD# 3162832) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Lubbock, TX and has over 16 years of experience in the finance industry. Sherry McNair 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
Fillingim, Gardiner, Green & Mcnair Lubbock, TX Nov 2009 - Current 7
1st Global Insurance Services Lubbock, TX Aug 2007 - Current 9
1st Global Advisors, Inc. Lubbock, TX Oct 2000 - Current 16
1st Global Capital Corp. Lubbock, TX Dec 1998 - Current 18
Elaine Mcnair, C.p.a. Self Employed Lubbock, TX Aug 1975 - Nov 2009 34
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sherry E. McNair
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • 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, VI, VT, WA, WI, WV

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BADGES
86

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