SC
SC

Sheri Mahealani Robello Cabral

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2000 John Loop, Coeur D'Alene, ID, 83814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sheri is the President of CMR Financial Advisors and a financial advisor, also working for Pinkerton Wealth Partners RIA. She is also a registered representative with Private Client Services, LLC and President/Board Member for Parent Participation Nursery School.

Employment History
Current Registrations
Pinkerton Wealth Partners
November 2024 - Present · 1 yr 3 mos
Private Client Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2023 - November 2024 · 1 yr 4 mos
Cambridge Investment Research, INC.Broker
August 2013 - November 2024 · 11 yrs 3 mos
State Registrations7 states
AZCAFLHIORVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.