AdvisorOS Directory
Claim Profile
SC

Sherryle Lynne Cantu

STRATEGY, INC.·LUBBOCK, Texas
Unclaimed Profile
12002 TRAFALGAR AVENUE, LUBBOCK, TX 79424CRD# 4358928Firm CRD# 290104
01

About

Sherryle Lynne Cantu is a registered financial advisor based in LUBBOCK, Texas, affiliated with STRATEGY, 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
STRATEGY, INC.
THE ADVISORS GROUP
AUM
$110M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRATEGY, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4358928
Firm CRD# 290104
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LUBBOCK?

Browse all registered financial advisors in LUBBOCK, Texas or claim this profile if it's yours.

Browse LUBBOCK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sherryle Lynne Cantu offer?
Sherryle Lynne Cantu specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Sherryle Lynne Cantu's credentials?
Sherryle Lynne Cantu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherryle Lynne Cantu located?
Sherryle Lynne Cantu is based in LUBBOCK, Texas, working with STRATEGY, INC.. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Sherryle Lynne Cantu charge for services?
Sherryle Lynne Cantu's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGY, INC.?
STRATEGY, INC. has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LUBBOCK
Susan Denise Smith — BONNER & SMITH, LLCWilliam Hamilton Lowell — LOWELL AND COMPANY INCEric Craig Mcdonald — ISLAY CAPITAL MANAGEMENT, LLCJeffrey Michael Mercer — ISLAY CAPITAL MANAGEMENT, LLCRaymond Keith Bonner — BONNER & SMITH, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile