Kerry Evert (CRD# 2282642) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Tyrone, GA and has over 31 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5438618
Invesco Advisers, Inc.
CRD# 5695183
Collective Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Tyrone, GA | Feb 2003 - Current | 21 |
| Concourse Financial Group Securities Inc. | Tyrone, GA | Nov 1997 - Current | 26 |
| (dba) Kerry S Evert Financial Services | Tyrone, GA | Feb 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
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