KE
Kerry S. Evert
CETERA INVESTMENT ADVISERS LLC
TYRONE, GA 30290
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CRD#: 2282642
KE
Professional summary
Kerry Smith Evert is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tyrone, Georgia and CETERA WEALTH SERVICES, LLC located in Tyrone, Georgia.
Kerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Kerry has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. (dba) KERRY S EVERT FINANCIAL SERVICES; Investment Related; 100 Lloyd Avenue, Ste A, Tyrone, GA 30290; Financial Services; Owner/Advisor; Start Date 02/1993; Financial Advisor that provides clients with investment and insurance products/services suits their financial needs. 2. NAME OF OTHER BUSINESS: FIRST BAPTIST CHURCH OF SENOIA, INVESTMENT RELATED: NO, ADDRESS: 41 JOHNSON STREET, SENOIA, GA 30276, NATURE OF BUSINESS: NON-PROFIT, START DATE: 09/2025, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER,, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CREATING A YEARLY BUDGET, MAKING SURE THE DONATED FUNDS ARE BEING SPENT AND USED FOR THEIR INTENDED PURPOSES;
CRS (Client Relationship Summary) - RIA
Click below to view Kerry Smith Evert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 100 Lloyd Avenue Suite A, Tyrone, GA 30290RIA
CRD#: 105644
TYRONE, GA
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 100 Lloyd Avenue Suite A, Tyrone, GA 30290BD
CRD#: 13572
Tyrone, GA
Past
February 11, 2003 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Tyrone, GA
Past
November 12, 1997 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Tyrone, GA
Past
November 10, 1992 - November 13, 1997
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/20/2025)
RR
Florida(2/20/2025)
RR
Georgia(2/20/2025)
IAR
Georgia(2/20/2025)
RR
Illinois(2/20/2025)
RR
Kentucky(2/20/2025)
RR
Mississippi(2/20/2025)
RR
North Carolina(2/20/2025)
RR
Pennsylvania(2/20/2025)
RR
South Carolina(2/20/2025)
RR
Tennessee(2/20/2025)
RR
Texas(2/20/2025)
IAR
Texas(4/1/2025)
RR
Virginia(2/20/2025)
RR
Wyoming(2/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
