Sherrie
Campbell
The Burney Company
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About this Advisor
Sherrie Campbell is a financial advisor based in Watkinsville, Georgia, working with The Burney Company. Sherrie has previously held a position at The Burney Company. Sherrie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Sherrie is part of The Burney Company, which operates out of Watkinsville, Georgia. The firm has 14 offices and 42 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at The Burney Company includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Burney Company Brokerage Details
$2,680,712,693
42
4,284
$625,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Other
Sherrie Campbell Work History
The Burney Company
Disclosures
Please visit the SEC profile of Sherrie Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Burney Company
Reston, VA
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Carlisle, PA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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