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Shermicker Sheree Galloway

Advisor at Cetera — Fate, TX

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Fate, TX

Cetera logo

Cetera

Institution

Total advisors

10,190

Across 5,084 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Shermicker Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior work includes roles at JP Morgan Securities, LPL Financial, and USAA Financial Planning Services. Outside of finance, he has operated a photography business specializing in portrait, landscape, and event photography since 2017. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm provides a multi-manager platform that supports both discretionary and non-discretionary strategies across various program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Fate, TX

Fate TX

Advisors at this office

1

Most active in

Texas

Work history

21 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Investment Services Llc

2023 - Present • 3 years

St Cloud, MN

Cetera Advisors LLC

2023 - 2025 • 2 years

Greenwood Village, CO

CETERA Financial Specialists LLC

2023 - 2025 • 2 years

Schaumburg, IL

Cetera Advisor Networks Llc

2023 - 2025 • 2 years

El Segundo, CA

JP morgan securities, LLC

2018 - 2023 • 5 years

Plano, TX

Meka Galloway Photography

2017 - Present • 9 years

Fate, TX

Capital One Investing, LLC

2017 - 2018 • 1 year

Plano, TX

Capital one advisors, llc

2017 - 2018 • 1 year

Plano, TX

Elite Financial Management

2015 - 2017 • 2 years

Dallas, TX

LPL FINANCIAL

2015 - 2017 • 2 years

Dallas, TX

USAA Financial Planning Services

2014 - 2015 • 1 year

Addison, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William K

Series 63, Series 66

Lucas, TX

Abbington Wells LLC.

William Kell is a financial advisor at Abbington Wells LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has led Abbington Wells since its founding in 2011. Abbington Wells is an independent advisory firm serving individuals, corporate, trust, and institutional clients with portfolio management and comprehensive financial planning. The firm employs an asset-allocation approach combining passive and active strategies, using technical, fundamental, and quantitative modeling in portfolio construction and management.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance
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Temitayo I

Series 65

Garland, TX

Hyvorian Financial

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with no prior industry experience. Before joining Hyvorian Financial in 2025, he worked at Hub International and Visa, among other positions. He is currently winding down ownership of Hyvorian LLC, which has been inactive since early 2024. Hyvorian Financial provides biblically grounded, stewardship-aligned financial planning and investment advisory services to individuals, families, charitable organizations, corporations, and institutional clients. The firm emphasizes long-term stewardship and integrates charitable giving strategies, offering services such as investment management, comprehensive planning, educational seminars, and estate planning facilitation.

Charitable giving & philanthropy General estate planning guidance Religious/faith focused Mid-Career Professionals
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Muhammad U

Series 65

Plano, TX

Crescent Investment Solutions LLC

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Passive / index investing Active portfolio management
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Enrique E

Series 63, Series 66

Murphy, TX

Momentum Financial Planning LLC

Enrique Eulloqui is a financial advisor with Momentum Financial Planning LLC, holding Series 63 and Series 66 credentials and two years of industry experience. He has worked at various firms including Osaic Wealth Inc. and Fidelity Investments. Eulloqui also assists with securities-related business as a wealth planner and advisor at Longhorn Wealth Management Group. Momentum Financial Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm combines passive and active investment strategies based on modern portfolio theory and offers both project-based financial planning and ongoing portfolio management.

College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance General retirement planning
user avatar

John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
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William S

Series 63, Series 65

Garland, TX

Scott and Associates of Texas, Inc.

William Scott is the sole advisor at Scott and Associates of Texas, Inc. in Garland, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Scott and Associates since 2013. Scott is also a licensed insurance agent offering fixed and indexed annuities and life insurance. Scott and Associates of Texas provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm uses both fundamental and technical analysis, employs a mix of long- and short-term trading strategies including options writing, and conducts regular account reviews.

Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.)
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