Chase Randall Kerby
AIF®, CFP®Professional Summary
Chase Randall Kerby, AIF®, CFP® is a registered financial advisor currently at RATHER & KITTRELL, INC. located in Knoxville, Tennessee. Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Chase has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
RATHER & KITTRELL, INC.
Contact Information
Main Address
11905 Kingston Pike, Knoxville, TN 37934Phone Number
(865) 218-8400# of Employees
32SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,206AUM (Assets Under Management)
$2,252,296,454Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
RATHER & KITTRELL, INC.
State Registrations and Notice Filings
(4/30/2019)
(5/5/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Chase Randall Kerby's CRS (Customer Relationship Summary).
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