Sentry, LLC

Sentry, LLC (CRD# 150593) is a financial advisory firm headquartered in Memphis, TN. They manage $1,186,247,438 in 204 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,186
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $5,814,938
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

TN

Financial Advisors at Sentry, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph M. Morrison
CRD#: 2001046
555 Perkins Rd Ext, Suite 400, Memphis, TN 38117
93
Wealthminder
score

Joseph Morrison (CRD# 2001046) is an Investment Advisor Representative working at Sentry, LLC in Memphis, TN and has over 27 years of experience in the finance industry.

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