Kerry Rigdon
Kerry Rigdon is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 41 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
Get directionsHistory
Regulatory History (2)
Regulatory
January 2005Regulatory
September 2004Other Business ActivitiesSells Insurance
Kerry is a financial advisor doing business as McPherson & Mayberry Personal Wealth Management. Kerry is also an independent life insurance agent and a 50% owner of MP Planning Service, which offers general insurance and basic estate planning solutions, though it is currently not in use.
Employment History
Current Registrations
Sunbelt Securities, INC.Broker
Sunbelt Securities
Previous Registrations
Wfg Advisors, LP
Mcpherson & Mayberry Personal Wealth Management
Wfg Investments, INC.Broker
Sunbelt Securities
Sunbelt Securities, INC.Broker
Evolve Investment Advisors
Evolve Securities, INC.
Evolve Securities, INC.Broker
Evolve Securities, INC.
Sws Financial ServicesBroker
Southwest Securities, INC.
Southwest Securities, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
First Jersey Securities, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.