Sherry McGhee, financial advisor Saint George UT
96 score

Sherry McGhee

CRD 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.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp St George, UT Jun 2012 - Current 4
Sherry Mcghee Insurance Agency St George, UT Jun 2001 - Current 15
State Farm Vp Management Corp. St George, UT Jun 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Sherry S. McGhee
Phone Number: 800-447-0740
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
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 investment companies (as well as "business development companies")
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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