Caroline
Friedrich
The Nalls Sherbakoff Group, LLC
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About this Advisor
Caroline Friedrich is a certified financial planner working out of Knoxville, Tennessee with a total of 1 year of relevant experience. Friedrich currently works for The Nalls Sherbakoff Group, LLC. Friedrich has gained experience at Nadler Financial Group, Ausdal Financial Partners, Inc, Ernst & Young, Llp, Pricewaterhouse Coopers, Llp and The Nalls Sherbakoff Group, LLC. Friedrich has a Series 63 license, qualifying them as a securities representative, and can serve investors in Tennessee. The Nalls Sherbakoff Group, LLC is a company based in Knoxville, TN. It manages $225 million in assets under management across its 834 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 834 client accounts, 20% are associated with high-net-worth clients who have more than $1 million in assets. The Nalls Sherbakoff Group, LLC has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually vary depending on which services are offered. However, fee types charged by The Nalls Sherbakoff Group, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Nalls Sherbakoff Group, LLC Brokerage Details
$225,155,707
7
834
$269,971
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Caroline Friedrich Work History
Caroline has been registered as a financial advisor for 1 years.*
The Nalls Sherbakoff Group, LLC
Nadler Financial Group
Ausdal Financial Partners, Inc
Ernst & Young, Llp
Ernst & Young, Llp
Pricewaterhouse Coopers, Llp
Pricewaterhouse Coopers, Llp
*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 Caroline Friedrich 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 Nalls Sherbakoff Group, LLC
Knoxville, TN
Knoxville, TN
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
