Phil SherCRD Number: 5414887
Current Firm: Cambridge Investment Research Advisors, Inc.
Phil Sher (CRD# 5414887) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2011 - Current||6|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2011 - Current||6|
|Multipoint Marketing LLC||Maryland Heights, MO||Mar 2006 - Current||10|
|World Equity Group, Inc.||Arlington Heights, IL||Feb 2008 - Dec 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV