Andrew Sherman, financial advisor Roanoke VA

Andrew Sherman

CRD Number: 5974363
Current Firm: Bankschannel Advisors, LLC

Andrew Sherman (CRD# 5974363) is an Investment Advisor Representative working at Bankschannel Advisors, LLC in Roanoke, VA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bankschannel Advisors, LLC Roanoke, VA May 2012 - Current 11
Sherman Roanoke, VA Sep 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Andrew D. Sherman
Phone Number: 540-904-4357
Registered State(s):
  • VA
Current Firm Details
Bankschannel Advisors, LLC
Firm's CRD Number: 157986
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $128,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VA

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