KEVIN L. RAINWATER
BLUECHIP WEALTH ADVISORS LLC | Sr. Wealth Advisor
Milton, GA 30004
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CRD#: 3098443
Professional summary
KEVIN LAMAR RAINWATER is a registered financial advisor currently at BLUECHIP WEALTH ADVISORS LLC located in Milton, Georgia.
KEVIN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. KEVIN has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Biography
Kevin began his career in the financial services industry more than 16 years ago. He specializes in retirement planning and has a passion for helping employees, executives, and business owners reach their retirement goals. Kevin earned a Bachelor of Science Degree in Finance from the University of Alabama. Kevin provides investment and plan advisory services to companies and individuals throughout the country. He relies on his extensive knowledge of qualified plan design and investment offerings to provide business owners and participants with the most competitive retirement plan options available. Kevin and his wife Jenni and their two children, Maisie and Jake, live in Buckhead. Kevin enjoys golf and fishing and is an active member of the Buckhead Lions Club.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view KEVIN LAMAR RAINWATER'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
October 2, 2023 - Present
BLUECHIP WEALTH ADVISORS LLC
Office #1: 12655 Birmingham Hwy Suite 201, Milton, GA 30004RIA
CRD#: 150008
Milton, GA
Past
May 3, 2022 - September 22, 2023
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Atlanta, GA
Past
April 26, 2021 - September 3, 2021
ARKADIOS WEALTH ADVISORS
RIA
CRD#: 288863
ATLANTA, GA
Past
November 3, 2017 - March 25, 2022
ARKADIOS CAPITAL
BD
CRD#: 282710
Atlanta, GA
Past
August 26, 2010 - December 16, 2022
ACG WEALTH INC.
RIA
CRD#: 150419
ATLANTA, GA
Past
March 17, 2003 - September 7, 2007
STANCORP INVESTMENT ADVISERS, INC.
RIA
CRD#: 110228
ATLANTA, GA
Past
May 15, 2002 - September 7, 2007
STANCORP EQUITIES, INC.
BD
CRD#: 19517
ATLANTA, GA
Past
August 27, 1998 - July 12, 2000
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
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".
BW
BLUECHIP WEALTH ADVISORS LLC
ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP | NAME 922 | BLUECHIP WEALTH ADVISORS LLC | ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP | ASHWORTH SULLIVAN WEALTH ADVISORS LLC | ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP, LLC
CRD#: 150008 / SEC#: 801-115105
RIA
Registered Investment Advisory firm - (4/26/2019 Approved)Georgia
Registered Investment Advisory firm - (5/31/2019 Terminated)Tennessee
Registered Investment Advisory firm - (5/9/2019 Terminated)Texas
Registered Investment Advisory firm - (5/7/2019 Terminated)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
Georgia(10/2/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BLUECHIP WEALTH ADVISORS LLC
ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP | NAME 922 | BLUECHIP WEALTH ADVISORS LLC | ASHWORTH SULLIVAN WEALTH MANAGEMENT GROUP | ASHWORTH SULLIVAN WEALTH ADVISORS LLC | ASHWORTH & SULLIVAN WEALTH MANAGEMENT GROUP, LLC
CRD#: 150008 / SEC#: 801-115105
RIA
Registered Investment Advisory firm - (4/26/2019 Approved)Georgia
Registered Investment Advisory firm - (5/31/2019 Terminated)Tennessee
Registered Investment Advisory firm - (5/9/2019 Terminated)Texas
Registered Investment Advisory firm - (5/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12655 Birmingham Hwy Suite 201, Milton, GA 30004
Mailing Address
Phone number
(770) 771-5812
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,188 |
| AUM (Assets Under Management) | $ 637,012,604 |
Red Flags
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Company Information
BLUECHIP WEALTH ADVISORS LLC
Sr. Wealth AdvisorCRD#: 150008Milton, GA 30004TRUST BUT VERIFY
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Contact information
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