Sherry Bogus
Sherry Bogus is a registered investment advisor at Allstate Financial Advisors, LLC, based in Spring, TX, with 17 years of industry experience. Sherry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
8500 Cypresswood Dr Ste 202, Spring, TX, 77379-7109
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Sherry receives renewal commissions from Bankers Life, a life and health insurance company, but places no new business. She is also the President of SB Investment Group, LLC for tax purposes, dedicating minimal time to it.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Nylife Securities INC.Broker
State Registrations5 states
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.