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Sherri Beabout

28 Years of Experience
Lafayette, IN
BrokerSells Insurance

Sherri Beabout is a registered investment advisor, based in Lafayette, IN, with 28 years of industry experience.

Location

300 Main St Suite 401, Lafayette, IN, 47901

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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 ActivitiesSells Insurance

Sherri works as a Wealth Advisor and Insurance Agent for Turquoise Wealth Management, dedicating full-time hours to these roles. She is also an advisory representative of a RIA and a board member at River City Church, dedicating minimal time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Cambridge Investment Research Advisors, INC.
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
October 2015 - September 2022 · 6 yrs 11 mos
LPL Financial LLC
October 2015 - September 2022 · 6 yrs 11 mos
Cetera Investment Advisers LLC
January 2014 - October 2015 · 1 yr 9 mos
Cetera Investment Services LLC
September 1999 - January 2014 · 14 yrs 4 mos
Cetera Investment Services LLCBroker
February 1999 - October 2015 · 16 yrs 8 mos
Pfic Securities CorporationBroker
December 1998 - February 1999 · 2 mos
Primevest Financial Services, INC.Broker
June 1997 - December 1998 · 1 yr 6 mos
State Registrations3 states
INNYTX
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.
Sherri Beabout - Financial Advisor | TrueAdvisor