Carlyle
Sherrill
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Carlyle Sherrill is a financial advisor based in Salisbury, North Carolina, working with United Planners' Financial Services Of America A Limited Partner. Carlyle has previously held positions at City Of Concord, Nc, Town Of Pine Knoll Shores, Nc, Bradshaw Rogers Financial Partners, Inc, United Planners Financial Services, and Carlyle Prescott Sherrill. Carlyle has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Carlyle is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Salisbury, North Carolina. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 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, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Carlyle Sherrill Work History
Bradshaw Rogers Financial Partners, Inc
United Planners Financial Services
Bradshaw Rogers Financial Partners, Inc
Carlyle Prescott Sherrill
City Of Concord, Nc
Town Of Pine Knoll Shores, Nc
Disclosures
Please visit the SEC profile of Carlyle Sherrill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
