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Harold Raymond Sherry

THE SHERRY GROUP, INC.·MOUNTAIN HOME, Arkansas
SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record26 years registeredTHE SHERRY GROUP, INC.
5 E. 6TH STREET, MOUNTAIN HOME, AR 72653CRD# 1020805Firm CRD# 146271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harold Raymond Sherry · MOUNTAIN HOME, AR
Registration
CRD #1020805 · THE SHERRY GROUP, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

THE SHERRY GROUP, INC.
May 2008 – present
PARAGON ADVISORS LLC
Aug 2000 – Apr 2008
MOUNTAIN HOME, AR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 7, 2000
Years registered · 26
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE SHERRY GROUP, INC.
CRD 146271 · SEC 801-68946
AUM
$36M
Regulatory assets under management
Employees
1
369 client accounts
Services offered by THE SHERRY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

Frequently Asked Questions

What services does Harold Raymond Sherry offer?
Harold Raymond Sherry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNTAIN HOME, Arkansas for a consultation.
What are Harold Raymond Sherry's credentials?
Harold Raymond Sherry holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Harold Raymond Sherry located?
Harold Raymond Sherry is based in MOUNTAIN HOME, Arkansas, working with THE SHERRY GROUP, INC.. Their office serves clients in the MOUNTAIN HOME metropolitan area and surrounding communities.
How does Harold Raymond Sherry charge for services?
Harold Raymond Sherry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE SHERRY GROUP, INC.?
THE SHERRY GROUP, INC. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE SHERRY GROUP, INC.

Thomas Ronald Czanstkowski
MOUNTAIN HOME, AR
CFP

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