Sherri AllenCRD Number: 6072686
Current Firm: Securian Financial Services, Inc.
Sherri Allen (CRD# 6072686) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Midlothian, VA and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|Securian Financial Services Inc.||St. Paul, MN||Aug 2018 - Current||3|
|Virginia Asset Management||Midlothian, VA||May 2012 - Current||10|
|Securian Financial Services Inc.||St.paul, MN||May 2012 - Aug 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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