KB
KB
Kerrie Best
29 Years of Experience
Anderson, IN
3 DisclosuresBroker
Kerrie Best is a registered investment advisor at Raymond James & Associates, INC., based in Anderson, IN, with 29 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
2625 Enterprise Drive, Anderson, IN, 46013
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2011Settled
Customer Dispute
August 2009Denied
Customer Dispute
February 2007Denied
Other Business Activities
Kerrie owns a rental property in Florida since February 2023. She spends minimal time on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2006 - Present · 19 yrs 9 mos
Raymond James & Associates, INC.
August 2006 - Present · 19 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2006 - Present · 19 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2003 - September 2006 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 2003 - September 2006 · 3 yrs 3 mos
Prudential Securities Incorporated
December 1998 - June 2003 · 4 yrs 6 mos
Prudential Securities IncorporatedBroker
January 1997 - June 2003 · 6 yrs 5 mos
State Registrations30 states
ARAZCACOCTDCFLGAHIILINKSKYLAMIMSMTNCNENJNMNYOHPASCTNTXUTVAWA
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.