Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
18 years
Location
Reklaw, TX
UBS Financial Services
Institution
Sherry Richards is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Charles Schwab, Wells Fargo Clearing Services, JPMorgan Chase Bank, J.P. Morgan Securities, Raymond James Financial Services, and Southside Bank. Outside of her advisory work, she co-owns a personal farm and serves on the board of directors for Bread of Life Community Church. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and capital market assumptions.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
Reklaw, TX
Reklaw TX
Advisors at this office
1
Texas
18 years of industry experience
UBS Financial
2022 - Present • 4 years
New York, NY
Charles Schwab
2022 - 2022 • 1 year
Westlake, TX
Wells Fargo Clearing Services LLC
2019 - 2022 • 3 years
Tyler, TX
JPMorgan Chase Bank, N.A.
2019 - 2019 • 1 year
Tyler, TX
J.P. Morgan Securities LLC
2019 - 2019 • 1 year
Tyler, TX
Raymond James Financial Services Advisor Inc
2018 - 2019 • 1 year
Tyler, TX
Raymond james Financial Services, Inc
2018 - 2019 • 1 year
Tyler, TX
Southside Bank
2018 - 2019 • 1 year
Tyler, TX
Wells Fargo Clearing Services LLC
2018 - 2018 • 1 year
Denver, CO
Wells Fargo Bank, nA
2017 - 2018 • 1 year
Denver, CO
Destination Pet
2017 - 2018 • 1 year
Aurora, CO
Dugan's Dog House, LLC
2016 - 2017 • 1 year
Aurora, CO
Wells Fargo Clearing
2011 - 2016 • 5 years
CO
Wells Fargo Investments, Llc
2006 - 2011 • 5 years
CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
ChFC®, Series 63
Jacksonville, TX
Matt Montgomery
Matt Montgomery is the sole advisor and owner of his independent firm, Matt Montgomery, based in Jacksonville, Texas. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including over three decades at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as chairman of the board for a nonprofit focused on international ministries and acts as treasurer for a local church. Matt Montgomery provides discretionary portfolio management, financial planning, and access to advisor-managed model portfolios for individuals, small businesses, and retirement plans. His firm utilizes both fundamental and technical analysis, supported by third-party research and portfolio optimization tools, to manage accounts with a focus on risk tolerance and regular performance reviews.
Series 66
Rusk, TX
Edward Jones
Taylor Gray is a financial advisor with Edward Jones in Rusk, Texas, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in roles at AEP Swepco, Datamax, and Hospice Source. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
Series 66
Rusk, TX
Edward Jones
Debra Dominy is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of her advisory role, she serves as a vice president and co-trustee for family investment and living trust entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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