Sherika Ralliford
Advisor at Desert Rose Capital Management, Inc.
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.
Advisor at Desert Rose Capital Management, Inc.
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.
Firm
Desert Rose Capital Management, Inc.
Location
Meridian, ID 83642
Credentials
Series 66
Industry experience
5 years
Premium reserve accounts charged a flat 0.75% annual fee.
$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001+: 1.00% annually
Insurance product commissions are separate and in addition to advisory fees.
Account minimum: $50,000 for separately managed accounts (subject to discretionary waiver)
Desert Rose Capital Management Inc.
2024 - Present (2 years)
US Life
2024 - Present (2 years)
Self-Employed
2023 - 2024 (1 year)
NYLIFE Securities LLC
2022 - 2023 (1 year)
New York Life Insurance Co
2022 - 2023 (1 year)
Ameriprise Financial Services, Llc
2022 - 2022 (1 year)
Newbridge Financial Services Group, Inc
2020 - 2022 (2 years)
Newbridge Securities Corporation
2020 - 2020 (1 year)
Park Avenue Securities LLC
2020 - 2020 (1 year)
Northwestern Mutual Investments Services Llc
2020 - 2020 (1 year)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2018 - 2020 (2 years)
US Health Advisors
2018 - 2018 (1 year)
City of West Palm Beach
2018 - 2018 (1 year)
Sprint
2018 - 2018 (1 year)
The Prudential Insurance Company of America
2017 - 2018 (1 year)
Pruco Securities, LLC
2017 - 2018 (1 year)
Adt
2017 - 2017 (1 year)
At&t
2013 - 2017 (4 years)
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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