Kerry Evert is a registered investment advisor, based in Tyrone, GA, with 33 years of industry experience.
Location
100 Lloyd Avenue, Suite A, Tyrone, GA, 30290
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Regulatory History (1)
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Customer Dispute
October 2005Denied
Other Business ActivitiesSells Insurance
Kerry is the owner and advisor at Kerry S Evert Financial Services, offering investment and insurance products/services since 1993. The firm provides clients with financial services tailored to their needs.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
February 2003 - February 2025 · 22 yrs
Concourse Financial Group Securities, INC.Broker
November 1997 - February 2025 · 27 yrs 3 mos
Intersecurities, INC.Broker
November 1992 - November 1997 · 5 yrs
State Registrations13 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.