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Sherrie Lawrence

23 Years of Experience
St. Louis, MO
Broker

Sherrie Lawrence is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One N Jefferson Ave, St. Louis, MO, 63103

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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

Sherrie serves as power of attorney and executor for her daughter's will since 2018. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2010 - Present · 16 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - January 2010 · 2 yrs
A. G. Edwards & Sons, INC.Broker
May 2002 - January 2008 · 5 yrs 8 mos
State Registrations2 states
MOTX
Advisor

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.
Sherrie Lawrence - Financial Advisor | TrueAdvisor