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Sherry Hernandez

13 Years of Experience
Sarasota, FL
Broker

Sherry Hernandez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sarasota, FL, with 13 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

1819 Main Street, Suite 600, Sarasota, FL, 34236

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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 works as a registered assistant for Main Street Financial Group, dedicating about half of her time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2017 - Present · 9 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.Broker
April 2012 - December 2016 · 4 yrs 8 mos
State Registrations5 states
FLGAILSCWI
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.