Adviser and broker representative · The Strategic Financial Alliance, Inc.
Sherry W. Campbell
CRD 2407196 · Greensboro, NC
At a glance
Sherry W. Campbell is an investment adviser representative with The Strategic Financial Alliance, Inc. in Greensboro, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sherry’s SEC record dates to 2001, about 24 years ago. Sherry is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- The Strategic Financial Alliance, Inc.Since May 2016Greensboro, NC · $382M in regulatory assets
- Strategic Blueprint, LLCSince August 2017Greensboro, NC · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sherry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.