Cherri L. Lamkin

ATLAS BROWN

Louisville, KY 40202-1259

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CRD#: 3083995

Professional summary

Cherri Lyn Lamkin, who also goes by Cherri Lyn Allen, Cherri Lyn Gates, Cherri Lyn Moore, is a registered financial advisor currently at ATLAS BROWN located in Louisville, Kentucky.

Cherri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cherri has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cherri Lyn Allen | Cherri Lyn Gates | Cherri Lyn Moore

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cherri Lyn Lamkin's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 18, 2017 - Present

ATLAS BROWN

Office #1: 333 East Main Street Suite 400, Louisville, KY 40202-1259

RIA

CRD#: 133408

Louisville, KY

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".

ATLAS BROWN

ATLAS BROWN | ATLAS BROWN, INC. | ATLAS BROWN INVESTMENT ADVISORS, INC. | ATLAS BROWN HOLDINGS, LLC

CRD#: 133408 / SEC#: 801-63702

RIA

Registered Investment Advisory firm - (12/8/2004 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.

Highlighted states indicate IAR registrations

IAR

Kentucky
(8/18/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/18/2017

Uniform Investment Adviser Law Examination

Current Firm

ATLAS BROWN

ATLAS BROWN | ATLAS BROWN, INC. | ATLAS BROWN INVESTMENT ADVISORS, INC. | ATLAS BROWN HOLDINGS, LLC

CRD#: 133408 / SEC#: 801-63702

RIA

Registered Investment Advisory firm - (12/8/2004 Approved)

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Contact information

Main Address

333 East Main Street Suite 400, Louisville, KY 40202-1259

Mailing Address

Phone number

(502) 271-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLAS BROWN, INC. FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,110
AUM (Assets Under Management)	$ 567,526,432

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/25/2025	Cover Page	Report
03/06/2024	Cover Page	Report
05/04/2023	Cover Page	Report

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.

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Cherri L. Lamkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cherri Lyn Lamkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS BROWN

Primary Firm SEC Registration

ATLAS BROWN

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2017

Current Firm

ATLAS BROWN

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ATLAS BROWN

TRUST BUT VERIFY

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