SC
Sherry W. Campbell
THE STRATEGIC FINANCIAL ALLIANCE
Greensboro, NC 27410
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CRD#: 2407196
SC
Professional summary
Sherry Wyble Campbell, CFP®, who also goes by Sherry Vance Campbell, Sherry Lynn Vance, Sherry Vance Wyble, is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Greensboro, North Carolina and STRATEGIC BLUEPRINT, LLC located in Greensboro, North Carolina.
Sherry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Sherry has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sherry Vance Campbell | Sherry Lynn Vance | Sherry Vance Wyble
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.GENCREST CAPITAL, INVESTMENT RELATED, 603 DOLLEY MADISON RD, Suite 200 GREENSBORO, NC 27410, DBA FOR MARKETING FINANCIAL SERVICES, TAX PREPARATION, DIVORCE WEALTH STRATEGIST, 12/2024 , 30 HOURS A MONTH, 3 DURING TRADING, TAX PREPARATION AND DIVORCE PLANNING. 2. FIXED INSURANCE, NOT INVESTMENT RELATED, 445 DOLLEY MADISON RD, GREENSBORO, NC 27410, FIXED INSURANCE, AGENT, 01/2014, 2 HOURS/MONTH, 0 DURING TRADING, AGENT FOR FIXED INSURANCE PRODUCTS.
CRS (Client Relationship Summary) - RIA
Click below to view Sherry Wyble Campbell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 4, 2016 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 603 Dolley Madison Road Ste 200, Greensboro, NC 27410Office #2: 4208 Six Forks Road Suite 1000, Raleigh, NC 27609RIA
BD
CRD#: 126514
Greensboro, NC
Current
August 11, 2017 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 603 Dolley Madison Road Suite 200, Greensboro, NC 27410RIA
CRD#: 284840
GREENSBORO, NC
Current
May 4, 2016 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 603 Dolley Madison Road Ste 200, Greensboro, NC 27410Office #2: 4208 Six Forks Road Suite 1000, Raleigh, NC 27609RIA
BD
CRD#: 126514
Greensboro, NC
Past
January 6, 2014 - May 11, 2016
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
GREENSBORO, NC
Past
January 2, 2014 - May 10, 2016
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
GREENSBORO, NC
Past
January 1, 2004 - January 7, 2014
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENSBORO, NC
Past
January 1, 2004 - January 7, 2014
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENSBORO, NC
Past
December 31, 2001 - January 1, 2004
IFG ADVISORY SERVICES INC
RIA
CRD#: 105316
GREENSBORO, NC
Past
March 19, 1997 - January 2, 2004
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(5/4/2016)
RR
Florida(5/4/2016)
IAR
Florida(10/20/2016)
RR
Louisiana(11/11/2020)
RR
North Carolina(5/4/2016)
IAR
North Carolina(5/4/2016)
RR
Puerto Rico(5/2/2024)
IAR
Puerto Rico(5/2/2024)
RR
South Carolina(5/4/2016)
RR
Tennessee(5/4/2016)
RR
Virginia(5/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC BLUEPRINT, LLC
CRD#: 284840Greensboro, NC 27410TRUST BUT VERIFY
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