H. Raymond Sherry

Employer firm

The Sherry Group, Inc. CRD 146271

$130M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2007 → Present
  The Sherry Group, Inc.
  Mountain Home, AR
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Mountain Home, AR
• 11/2018 → Present
  Osaic Wealth, Inc.
  Mountain Home, AR

Previous Registrations

• 2000-08-07 → 2008-04-18
  Paragon Advisors Llc
  Mountain Home, AR

Other Businesses

1. H. RAYMOND SHERRY POSITION: Trustee NATURE: Family Trust for me and my wife Jeri where we own property of our own personal use. Home, cars, investment brokerage accounts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 1444 CR 11, Mountain Home AR 72653, United States DESCRIPTION: Manage our Trusts personal assets 2. H. RAYMOND SHERRY POSITION: Owner of Rental Properties NATURE: Rental Properties I own Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1980 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: I rent my office building from myself and have a couple of small homes on my farm and in town that are rented 3. H. RAYMOND SHERRY POSITION: Owner NATURE: Farm that I own and sell hay off of and breed & sell horses INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 1444 CR 11, Mountain Home AR 72653, United States DESCRIPTION: Grow hay and breed & sell horses 4. H. RAYMOND SHERRY POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1972 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: Life, Disability, Long Term Care insurance sales 5. THE SHERRY GROUP, INC. POSITION: Owner/Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2008 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: Owner/Advisor for independent RIA 6. OSAIC WEALTH, INC. POSITION: Registered Representative NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/2018 ADDRESS: 5 East Sixth Street, Mountain Home AR 72653, United States DESCRIPTION: registered representative

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1992-03-04

Designations

• Chartered Financial Consultant

Other Names

• H Raymond Sherry
• Harold Raymond Sherry