Kerry Chatham, financial advisor Guntersville AL

Kerry Chatham

CRD Number: 3211955
Current Firm: Steward Partners Investment Advisory, LLC

Kerry Chatham (CRD# 3211955) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Guntersville, AL and has over 24 years of experience in the finance industry. Kerry Chatham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Steward Partners Global Advisory, LLC Guntersville, AL Mar 2024 - Current < 1
Steward Partners Investment Solutions, LLC Guntersville, AL Mar 2024 - Current < 1
Steward Partners Investment Advisory, LLC Guntersville, AL Mar 2024 - Current < 1
Raymond James Financial Services Advisors, Inc. Guntersville, AL Jan 2009 - Mar 2024 15
Raymond James Financial Services, Inc. Guntersville, AL Jul 2001 - Mar 2024 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
Contact Info for Kerry M. Chatham
Phone Number: 212-364-0364
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    12,169
    MILLIONS
  • Total Number of Accounts
    27,637
    ACCOUNTS
  • Average Account Value
    $440,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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