KC
CFP
KC
CFP

Kerry Chatham

26 Years of Experience
Guntersville, AL
Broker

Kerry Chatham is a CFP-designated registered investment advisor, based in Guntersville, AL, with 26 years of industry experience.

Location

429 Guntersville Avenue, Suite A, Guntersville, AL, 35976

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kerry owns rental real estate, several support companies (Chatham Wealth Management, Cornerstone Legacy Advisors LLC, and Freedom Street Partners), and is an LLC owner for small business and collectibles consulting. Kerry spends about half of their time on Cornerstone Legacy Advisors LLC and about 10-20% of their time on Freedom Street Partners.

Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
March 2024 - Present · 2 yrs 2 mos
Steward Partners Investment Solutions, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - March 2024 · 15 yrs 2 mos
Raymond James Financial Services
September 2001 - January 2009 · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2001 - March 2024 · 22 yrs 8 mos
Edward JonesBroker
June 1999 - August 2001 · 2 yrs 2 mos
State Registrations13 states
ALARCACOFLGAILMINCNMTNTXVA
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.
Kerry Chatham - Financial Advisor | TrueAdvisor