Sherry Diane Snodgrass

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/1992 → 08/2018
  Investment Corporation Of America
  Odessa, TX
• 08/2018 → 12/2019
  Unemployed
  Wylie, TX
• 12/2019 → Present
  Raymond James Financial Services, Inc.
  Odessa, TX
• 11/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Odessa, TX

Other Businesses

1) Name of Business: Community Wealth Advisors Address: 109 N Ballard Ave, Wylie, TX, 75098, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Treasurer, Associate/Employee, Officer - Secretary Investment Related: No Start Date: 10/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: All administrative duties

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24
• S63 Uniform Securities Agent State Law Examination
  1985-10-21

Other Names

• Sherry Diane Groce
• Sherry Diane Ingram
• Sherry Diane Wingate