H. Raymond Sherry, financial advisor Mountain Home AR

H. Raymond Sherry

CRD Number: 1020805
Current Firm: The Sherry Group, Inc.

H. Raymond Sherry (CRD# 1020805) is an Investment Advisor Representative working at The Sherry Group, Inc. in Mountain Home, AR and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Mountain Home, AR Nov 2018 - Current 5
The Sherry Group, Inc. Mountain Home, AR Nov 2007 - Current 16
Signator Investors, Inc. Mountain Home, AR May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Mountain Home, AR Sep 2009 - May 2016 6
Transamerica Life Los Angeles, CA May 1992 - May 2016 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for H. Raymond Sherry
Phone Number: 870-425-8252
Registered State(s):
  • AR
  • FL
  • IL
  • MO
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $187,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, FL, IL, MO, TX, WI

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