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Sherin Storm Whitfield

GAAM WEALTH ADVISORS, INC.·KINGSPORT, Tennessee
Unclaimed Profile
SIX SHERIDAN SQUARE, KINGSPORT, TN 37660CRD# 4467322Firm CRD# 140446
01

About

Sherin Storm Whitfield is a registered financial advisor based in KINGSPORT, Tennessee, affiliated with GAAM WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GAAM WEALTH ADVISORS, INC.
GAAM WEALTH ADVISORS, INC.
AUM
$17M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GAAM WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4467322
Firm CRD# 140446
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sherin Storm Whitfield offer?
Sherin Storm Whitfield specializes in Financial Planning, Investment Management. Contact their office in KINGSPORT, Tennessee for a consultation.
What are Sherin Storm Whitfield's credentials?
Sherin Storm Whitfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherin Storm Whitfield located?
Sherin Storm Whitfield is based in KINGSPORT, Tennessee, working with GAAM WEALTH ADVISORS, INC.. Their office serves clients in the KINGSPORT metropolitan area and surrounding communities.
How does Sherin Storm Whitfield charge for services?
Sherin Storm Whitfield'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 GAAM WEALTH ADVISORS, INC.?
GAAM WEALTH ADVISORS, INC. has approximately 5 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KINGSPORT
Pamela Ann Corrigan — GAAM WEALTH ADVISORS, INC.Donald Robert Raber — ALDEBARAN FINANCIAL INCLoyce Cecelia Raber — ALDEBARAN FINANCIAL INCPeter William Raber — ALDEBARAN FINANCIAL INCHerbert Michael Gilbert — GAAM WEALTH ADVISORS, INC.
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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