Sharon
Berry

Isc Advisors, Inc

CRD#1959136
Investment Advisor
in Dallas, TX

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About this Advisor

Sharon Berry is a financial advisor based in Dallas, Texas, working with Isc Advisors, Inc. Sharon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Frost Brokerage Services Inc, Frost Investment Services, Institutional Securities Corp, and Isc Advisors, Inc. Sharon has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Sharon is part of Isc Advisors, Inc, which operates out of Dallas, Texas. The firm has 11 offices and 33 employees. The firm manages assets totaling $1.3 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, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Isc Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3500 Oak Lawn Ave Ste 400
Dallas, TX 75219

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Isc Advisors, Inc Brokerage Details

Total Assets Under Management

$1,284,165,122

TX Average: $3,042,739,679
Total Number of Employees

33

TX Average: 49
Total Number of Accounts

2,002

TX Average: 2,315
Average Account Size

$641,441

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sharon Berry Work History

2021 - Present (4 years)

Institutional Securities Corp

2021 - Present (4 years)

Isc Advisors, Inc

2017 - 2021 (4 years)

Frost Investment Services

2015 - 2021 (6 years)

Frost Brokerage Services Inc

2009 - 2015 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

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Disclosures

Please visit the SEC profile of Sharon Berry 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 Isc Advisors, Inc

Jeffrey Broaddus
Dallas, TX
Brian Haselden
Dallas, TX
Reid Rottino
Dallas, TX
Terry Blythe
Dallas, TX
Mark Keffer
Dallas, TX
Scott Hayes
Dallas, TX
George Lea
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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