Keri
Vetere
Premier Private Wealth, LLC
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About this Advisor
Keri Vetere is a financial advisor based in Franklin, Tennessee, working with Premier Private Wealth, LLC. Keri has previously held positions at Premier Private Wealth, Beacon Capital Management, Edelman Financial Engines, C&A Financial Group, and Mack Staffing. Keri has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Keri is part of Premier Private Wealth, LLC, which operates out of Franklin, Tennessee. The firm has one office and eight employees. The firm manages assets totaling $237.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Premier Private Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Premier Private Wealth, LLC Brokerage Details
$237,234,439
8
460
$515,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Keri Vetere Work History
Premier Private Wealth
Beacon Capital Management
Edelman Financial Engines
C&A Financial Group
Mack Staffing
Disclosures
Please visit the SEC profile of Keri Vetere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Premier Private Wealth, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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