Phil Sher, financial advisor Ballwin MO
93 score

Phil Sher

CRD Number: 5414887
Current Firm: Sher Investment Management

Phil Sher (CRD# 5414887) is an Investment Advisor Representative working at Sher Investment Management in Ballwin, MO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Sher Investment Management, LLC Ballwin, MO Nov 2016 - Current 1
Phil Sher Senior Services, LLC Ballwin, MO Jul 2016 - Current 1
Multipoint Marketing LLC Maryland Heights, MO Mar 2006 - Current 12
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2011 - Oct 2016 5
Cambridge Investment Research, Inc. Fairfield, IA Jan 2011 - Oct 2016 5
Eagle Point Financial Planning, Inc. Ballwin, MO Jun 2009 - Sep 2016 7
World Equity Group, Inc. Arlington Heights, IL Feb 2008 - Dec 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Phil A. Sher
Phone Number: 314-283-4049
Firm Website: https://www.psher1.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $133,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MO

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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