Harry ShertzerCRD Number: 1251803
Current Firm: Westhampton Capital
Harry Shertzer (CRD# 1251803) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 33 years of experience in the finance industry.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
Horter Investment Management, LLC
|Westhampton Capital, LLC||Winston-salem, NC||Feb 2010 - Current||7|
|Raymond James Financial Services||Kernersville, NC||Jun 2009 - Jan 2010||< 1|
|Unemployed||Winston-salem, NC||Sep 2008 - Jun 2009||< 1|
|Ironstone Securities Inc.||Raleigh, NC||Sep 2006 - Sep 2008||2|
|Westhampton Capital Inc.||Charlotte, NC||Feb 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Feb 1992|
Total Assets Under Management119MILLIONS
Total Number of Accounts234ACCOUNTS
Average Account Value$508,956
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IN, NC, NH, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.