Lindsey Sherer
Lindsey Sherer is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Bishop, CA, with 18 years of industry experience. Lindsey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
117 E. Line Street, Bishop, CA, 93514
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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
Lindsey is an insurance agent for Summit Capital Financial & Insurance Services, selling life, disability, long-term care, and fixed annuities. She also owns Eastside Iron Co, which provides bulldozers for wildfire suppression, and is CFO of Blizzard Fire Protection LLC, overseeing the financials of the business.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations4 states
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