Marla Sherrod (CRD# 4824599) is an Investment Advisor Representative working at &partners in Conroe, TX and has over 19 years of experience in the finance industry. Marla Sherrod 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.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| &partners, LLC | Nashville, TN | Mar 2024 - Current | < 1 |
| Edward Jones | St Louis, MO | Jul 2004 - Mar 2024 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management1,173MILLIONS
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
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