Sheryl Pitre Counce

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 08/2022
  Ameriprise Financial Services, Inc.
  New Orleans, LA
• 08/2022 → Present
  Cambridge Investment Reserach, Inc.
  Fairfield, IA
• 08/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2022 → Present
  Cambridge Investment Reserach, Inc.
  Fairfield, IA

Previous Registrations

• 2014-10-09 → 2022-02-07
  Ameriprise Financial Services, Llc
  New Orleans, LA
• 2013-07-29 → 2014-09-10
  Raymond James & Associates, Inc.
  New Orleans, LA
• 2009-09-10 → 2011-08-04
  Transamerica Financial Advisors, Llc
  New Orleans, LA
  St. Petersburg, FL
  New Orleans, LA
• 2004-10-27 → 2009-08-18
  Lpl Financial Llc
  New Orleans, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-07
• S63 Uniform Securities Agent State Law Examination
  1998-09-14

Other Names

• Sheryl Anne Petriederousseau
• Sheryl Anne Derousseau
• Sheryl Anne Counce
• Sheryl A Pitre-Counce
• Sheryl Anne Pitre
• Sheryl Pitre Counce
• Sheryl Anne Pitre