Sharon Berry is a ChFC-designated registered investment advisor, based in Dallas, TX, with 33 years of industry experience.
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
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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.
Learn about disclosures →Employment History
Current Registrations
Institutional Securities Corporation
December 2021 - Present · 4 yrs 5 mos
Isc Advisors, INC.
December 2021 - Present · 4 yrs 5 mos
Institutional Securities CorporationBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Frost Investment Services
April 2017 - December 2021 · 4 yrs 8 mos
Frost Brokerage Services, INC.Broker
December 2015 - December 2021 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2015 · 5 yrs 11 mos
Banc of America Investment Services, INC.Broker
August 2004 - October 2009 · 5 yrs 2 mos
USAA Investment Management CompanyBroker
October 1992 - August 2004 · 11 yrs 10 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.