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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $271,999
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, LA, TX

Financial Advisors at Sherpa Investment Services
Showing 1 - 1 of 1 top financial advisors.
1
Herman W. Wilson
CRD#: 2712076
New Caney, TX
92
Wealthminder
score

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.

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