Stephen Sherrod
Stephen Sherrod is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Angelo, TX, with 47 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
Firm Size
IM Fee
Assets Under Management
Location
1420 Knickerbocker Road, San Angelo, TX, 76904
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2000Other Business Activities
Stephen is a board member and president of a non-profit organization, dedicating minimal time. He also works as an associate at The Bank and Trust and West Texas Investment Services, spending about half his time providing investment advice at both.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward D. Jones & CO., L.P.Broker
State Registrations9 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.