Sherry
Tilson
Worthington Wealth Management
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About this Advisor
Sherry Tilson is a financial advisor operating out of Columbus, Ohio with a total of 2 years of industry experience. Tilson is an employee of Worthington Wealth Management. During their career, Tilson has held roles at Worthington Wealth Management and Benjamin F Edwards & Co.\. Tilson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Worthington Wealth Management is a financial advisory company that has its headquarters in Columbus, OH. It handles $95 million in assets under management between its 270 customer accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 270 customer accounts, 22% are associated with high-net-worth investors who have more than $1 million in assets. The company provides portfolio management for individuals and small businesses. A financial advisor's fees depend on the financial services offered. Fee types billed by Worthington Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Worthington Wealth Management Brokerage Details
$95,049,451
6
270
$352,035
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Sherry Tilson Work History
Sherry has been registered as a financial advisor for 2 years.*
Worthington Wealth Management
Benjamin F Edwards & Co.\
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sherry Tilson 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 Worthington Wealth Management
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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