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).
Total Assets Under Management1,186MILLION
Total Number of Accounts204ACCOUNTS
Average Account Value$5,814,938
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Joseph Morrison (CRD# 2001046) is an Investment Advisor Representative working at Sentry, LLC in Memphis, TN and has over 28 years of experience in the finance industry.