Sherpa Investment Services
Sherpa Investment Services (CRD# 167350) is a financial advisory firm headquartered in , . They manage $7,071,969 in 26 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management7MILLION
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Total Number of Accounts26ACCOUNTS
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Average Account Value$271,999
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

CO, LA, TX
Herman Wilson (CRD# 2712076) is an Investment Advisor Representative working at Sherpa Investment Services in New Caney, TX and has over 2 years of experience in the finance industry. Herman Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.