Sherry McGheeCRD Number: 2995787
Current Firm: State Farm Investment Management Corp.
Sherry McGhee (CRD# 2995787) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saint George, UT and has over 16 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Principal Securities, Inc.
Bcj Capital Management
|State Farm Investment Management Corp||St George, UT||Jun 2012 - Current||5|
|Sherry Mcghee Insurance Agency||St George, UT||Jun 2001 - Current||16|
|State Farm Vp Management Corp.||St George, UT||Jun 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV