Investment Advisor
Current* Uses research strategies to select investments* Coordinates with client need and protocols* Maintains and updates administrative systems
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@bellsouth.net
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2 phones found area 703
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LinkedIn matched
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Sherrie Campbell, Cfp®, Rlp® is listed as INVESTMENT ADVISOR at Burney-Campbell Investments, The Burney Company, based in Watkinsville, Georgia, United States. AeroLeads shows a work email signal at bellsouth.net, phone signal with area code 703, and a matched LinkedIn profile for Sherrie Campbell, Cfp®, Rlp®.
Sherrie Campbell, Cfp®, Rlp® previously worked as REGISTERED REPRESENTATIVE at Waddell & Reed. Sherrie Campbell, Cfp®, Rlp® holds Executive Program, Financial Planning And Services from University Of Georgia - Terry College Of Business.
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AeroLeads found 1 current-domain work email signal for Sherrie Campbell, Cfp®, Rlp®. Compare company email patterns before reaching out.
Sherrie Campbell’s expertise is in retirement planning as it relates to life planning. In addition, she works with charitably minded clients on qualified charitable distributions. She manages customized equity portfolios and designs tailored financial plans.She has a BSEd and MEd in English Education from the University of Georgia and is a Certified Financial Planner (CFP®) Practitioner, a Registered Life Planner (RLP®) and a member of the Ed Slott Master Elite Advisor Group. She is currently the only RLP® and Master Elite in the country.
Listed skills include Investment Advisory, Equity Management, Equities, Asset Managment, and 34 others.
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* Uses research strategies to select investments* Coordinates with client need and protocols* Maintains and updates administrative systems
* Invested for various clients* Counseled clients regarding protection of assets* Implemented asset strategies, including life insurance
Activities and Societies: Financial Planning Association
Series 65: Uniform Investment Adviser Law Exam Series 63: Uniform Securities State Law Exam Series 6: Investment Company Representative.
Quick answers generated from the profile data available on this page.
Sherrie Campbell, Cfp®, Rlp® works for Burney-Campbell Investments, The Burney Company.
Sherrie Campbell, Cfp®, Rlp® is listed as INVESTMENT ADVISOR at Burney-Campbell Investments, The Burney Company.
AeroLeads has found 1 work email signal at @bellsouth.net for Sherrie Campbell, Cfp®, Rlp® at Burney-Campbell Investments, The Burney Company.
AeroLeads has found 2 phone signal(s) with area code 703 for Sherrie Campbell, Cfp®, Rlp® at Burney-Campbell Investments, The Burney Company.
Sherrie Campbell, Cfp®, Rlp® is based in Watkinsville, Georgia, United States while working with Burney-Campbell Investments, The Burney Company.
Sherrie Campbell, Cfp®, Rlp® has worked for Burney-Campbell Investments, The Burney Company and Waddell & Reed.
You can use AeroLeads to view verified contact signals for Sherrie Campbell, Cfp®, Rlp® at Burney-Campbell Investments, The Burney Company, including work email, phone, and LinkedIn data when available.
Sherrie Campbell, Cfp®, Rlp® holds Executive Program, Financial Planning And Services from University Of Georgia - Terry College Of Business.
Sherrie Campbell, Cfp®, Rlp® is listed with skills including Investment Advisory, Equity Management, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, and Series 63.
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