SM
Sherry Miller
from Shepherd Wealth & Retirement LLC
Sherry Miller is a financial advisor based in Arizona, Tucson,
with 29 years of experience. Sherry currently works for
Shepherd Wealth & Retirement LLC.
Sherry maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sherry Miller works at Shepherd Wealth & Retirement LLC
Shepherd Wealth & Retirement LLC is a financial advisory firm based in Tucson, Arizona. It currently has approximately $75,978,445 of assets under management and employs about 4 people. Shepherd Wealth & Retirement LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
6300 E. El Dorado Plaza, A200, Tucson, Arizona, 85715
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