Phil Sher (CRD# 5414887) is an Investment Advisor Representative working at Sher Investment Management in Ballwin, MO and has over 16 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sher Investment Management, LLC | Ballwin, MO | Nov 2016 - Current | 7 |
| Phil Sher Senior Services, LLC | Ballwin, MO | Jul 2016 - Current | 7 |
| Multipoint Marketing LLC | Maryland Heights, MO | Mar 2006 - Current | 18 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2011 - Oct 2016 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2011 - Oct 2016 | 5 |
| Eagle Point Financial Planning, Inc. | Ballwin, MO | Jun 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- MO
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$112,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MO
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