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Sherry Snodgrass

8 Years of Experience
Odessa, TX
Broker

Sherry Snodgrass is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Odessa, TX, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1921 E. 37th Street, Suite B2, Odessa, TX, 79762

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sherry is an officer (Treasurer and Secretary) and associate/employee at Community Wealth Advisors, handling all administrative duties. This takes about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
First American National Securities, INC.Broker
October 1985 - September 1988 · 2 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.