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Phil Sherrill ChFC

Phil Sherrill Ch Fc

Financial Services, 9605 Caldwell Commons Cir, Cornelius, North Carolina, 28031, United States, 1-10 Employees

philsherrillchfc.com

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Who is PHIL SHERRILL CHFC

Phil Sherrill began his carreer in 1983, working with Prudential Financial as a financial planner just after he returned to N.C. from living 4 years in Jackson, Wyoming. He earned his Bac...

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  • 9605 Caldwell Commons Cir, Cornelius, North Carolina, 28031, United States Headquarters: 9605 Caldwell Commons Cir, Cornelius, North Carolina, 28031, United States
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Phil Sherrill

Phil Sherrill

Wealth Management Advisor and Investment Management

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Frequently Asked Questions Regarding Phil Sherrill ChFC

Answer: Phil Sherrill ChFC's headquarters are located at 9605 Caldwell Commons Cir, Cornelius, North Carolina, 28031, United States

Answer: Phil Sherrill ChFC's official website is https://philsherrillchfc.com

Answer: Phil Sherrill ChFC's revenue is Under $1 Million

Answer: Phil Sherrill ChFC's SIC: 6282

Answer: Phil Sherrill ChFC has 1-10 employees

Answer: Phil Sherrill ChFC is in Financial Services

Answer: Phil Sherrill ChFC contact info: Phone number: Website: https://philsherrillchfc.com

Answer: Phil Sherrill began his carreer in 1983, working with Prudential Financial as a financial planner just after he returned to N.C. from living 4 years in Jackson, Wyoming. He earned his Bachelor of Science in Business Administration degree from Appalachian State University and is a Chartered Financial Consultant, as well as a Chartered Life Underwriter. He holds the following securities regulation: Series 6, 7, 24, 63, and 65. Phil is also licensed through the states of North Carolina and South Carolina for life, health and disability insurance. Phil Sherrill, ChFC focuses on developing and implementing retirement and estate plans for private clients. Phil has focused on working with CPA's, helping them offer more proactive and holistic planning to their clients. The firm also incorporates advanced tax planning techniques to help minimize income and estate taxes, and utilizes appropriate investment strategies in order to focus on capital preservation and multi-generational wealth management. Phil also serves on the Board of Directors of Coach Joe Gibbs Game Plan for Life Outreach Ministry which serves to morally rehabilitate prison inmates and also as an outreach to men to become better husbands, fathers and leaders in the community. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, MemberFINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Phil Sherrill, ChFC are not affiliated.

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