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Paul Kerbey
30 Years of Experience
Alpharetta, GA
2 DisclosuresBroker
Paul Kerbey is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (2)
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Regulatory
February 2008Final
Customer Dispute
August 2003Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 2008 - February 2013 · 4 yrs 8 mos
Morgan Keegan & Company, INC.Broker
May 2008 - February 2013 · 4 yrs 9 mos
Morgan Keegan & Company, INC.
May 2008 - June 2008 · 1 mo
H&r Block Financial Advisors, INC.
June 2003 - June 2008 · 5 yrs
Rsm Mcgladrey, INC.
April 2003 - June 2003 · 2 mos
H&r Block Financial Advisors, INC.Broker
February 1996 - June 2008 · 12 yrs 4 mos
State Registrations22 states
ALAZCACOFLGALAMAMEMINCNDNYOHORPASCTXUTVAWAWY
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.