Sheryl Stern (CRD# 6100908) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Diego, CA and has over 11 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2017 - Current | 6 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2017 - Current | 6 |
Simply Mentored | Carlsbad, CA | Aug 2009 - Current | 14 |
Trilogy Capital Inc. | San Diego, CA | Jan 2016 - Oct 2017 | 1 |
Trilogy Financial Services | San Diego, CA | Oct 2012 - Oct 2017 | 5 |
National Planning Corporation | San Diego, CA | Aug 2012 - Oct 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2012 |
S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- CA
- TX
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Total Assets Under Management82,428MILLIONS
-
Total Number of Accounts461,370ACCOUNTS
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Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, WY
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