Sherry
Bogus

Allstate Financial Advisors, LLC

CRD#4465805
Investment Advisor
in Montgomery, TX

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About this Advisor

Sherry Bogus is a financial advisor operating out of Montgomery, Texas with 2 years of industry experience. Bogus is on the advisory team at Allstate Financial Advisors, LLC. During their career, the advisor has held roles at Bankers Life, Proequities Inc, Bankers Life Securities, Inc, Bankers Life & Casualty Co, Allstate Insurance Company and Sb Investment Group, LLC. Bogus holds Series 66 and Series 63 licenses, qualifying them as a securities broker, and is registered to work in Texas. Allstate Financial Advisors, LLC is an advisory company that has its headquarters in Lincoln, NE. The investment advisory business has offices in 39 locations and a total of 335 employees. It handles $29 million in total assets between its 139 accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. Financial management fees largely depend on which service is provided. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

2 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

19786 Highway 105 W # 145
Montgomery, TX 77356-5632

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

TX Average: $1,978,216,465
Total Number of Employees

335

TX Average: 226
Total Number of Accounts

139

TX Average: 7,467
Average Account Size

$205,173

TX Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Sherry Bogus Work History

Sherry has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Sb Investment Group, LLC

2021 - Present (3 years)

Allstate Insurance Company

2016 - 2021 (5 years)

Bankers Life Securities, Inc

2014 - 2016 (2 years)

Proequities Inc

2005 - 2018 (13 years)

Bankers Life

2005 - 2021 (16 years)

Bankers Life & Casualty 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 Bogus 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 Allstate Financial Advisors, LLC

Joseph Mcdonough
Las Vegas, NV
Lester Norwood
Newport News, VA
Jamaal Moore
Sugar Land, TX
John Saulpaw
Saint George, UT
Trish Le
San Francisco, CA
Robert Sorensen
Chico, CA
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

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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