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Beverly Gwen Brackins

Beverly G. Brackins

KEEL POINT
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 6459371
Beverly Gwen Brackins

Professional summary

Beverly Gwen Brackins, CFP®, who also goes by Beverly Gwen Sexton, is a registered financial advisor currently at KEEL POINT, LLC located in Brentwood, Tennessee and KEEL POINT CAPITAL, LLC located in Brentwood, Tennessee.

Beverly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Beverly has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Beverly Gwen Sexton

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 Beverly Gwen Brackins'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

January 10, 2017 - Present

KEEL POINT, LLC

Office #1: 7000 Executive Center Drive Suite 210, Brentwood, TN 37027
RIA
CRD#: 127902
Brentwood, TN
Current

January 10, 2017 - Present

KEEL POINT CAPITAL, LLC

Office #1: 7000 Executive Center Drive Suite 100, Brentwood, TN 37027
BD
CRD#: 6769
Brentwood, TN
Past

February 8, 2016 - December 27, 2016

WFG INVESTMENTS, INC.

BD
CRD#: 22704
BRENTWOOD, TN
Past

May 19, 2015 - December 27, 2016

WFG ADVISORS, LP

RIA
CRD#: 125073
BRENTWOOD, TN

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".
KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249

RIA
Registered Investment Advisory firm - (8/1/2003 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
South Carolina
(1/24/2020)
RR
Tennessee
(1/10/2017)
IAR
Tennessee
(1/10/2017)
RR
Texas
(1/24/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 3/1/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/23/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/8/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC

CRD#: 127902 / SEC#: 801-62249

RIA
Registered Investment Advisory firm - (8/1/2003 Approved)
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Contact information

Main Address
100 Church Street Suite 500, Huntsville, AL 35801
Mailing Address
Phone number
(256) 704-5111
Established
Firm type
Fiscal year end
# of Employees
76

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KEEL POINT ADV PART 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (5/29/2025)
KEEL POINT BROCHURE FORM ADV 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts5,626
AUM (Assets Under Management)$ 3,464,607,203

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/30/2025
Cover Page
Report
01/26/2024
Cover Page
Report
10/25/2022
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.

Company Information

KEEL POINT, LLC

CRD#: 127902Brentwood, TN 37027

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