Sheryl Dianne Bashaw
Professional Summary
Sheryl Dianne Bashaw, who also goes by Sheryl Diane Bashaw, Sheryl H. Bashaw, Sheryl Dianne Hefner, was a registered financial advisor. Sheryl was a previously registered financial professional and started their career in finance 2001 - 2017. Sheryl had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sheryl Diane Bashaw, Sheryl H. Bashaw, Sheryl Dianne Hefner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.
Contact Information
Main Address
2222 South Utica Place Suite 300, Tulsa, OK 74114Phone Number
(866) 230-5879# of Employees
69Regulatory Assets Under Management
Total Number of Accounts
7,827AUM (Assets Under Management)
$7,428,393,494Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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