Kerry
Rigdon
Sunbelt Securities, Inc
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About this Advisor
Kerry Rigdon is a financial advisor based in Houston, Texas, working with Sunbelt Securities, Inc. Kerry has previously held positions at Mcpherson & Mayberry Personal Wealth Management (Ria), Williams Financial Group, Wfg Advisors, Lp, Sunbelt Securities Inc, and Mcpherson & Mayberry Personal Wealth Management (Dba). Kerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia, Louisiana, New Jersey, New Mexico, South Dakota, Texas, and Washington. Currently, Kerry is part of Sunbelt Securities, Inc, which operates out of Houston, Texas. The firm has 13 offices and 67 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sunbelt Securities, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sunbelt Securities, Inc Brokerage Details
$1,907,600,674
67
4,727
$403,554
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kerry Rigdon Work History
Sunbelt Securities Inc
Mcpherson & Mayberry Personal Wealth Management (Dba)
Wfg Advisors, Lp
Mcpherson & Mayberry Personal Wealth Management (Ria)
Williams Financial Group
Disclosures
Please visit the SEC profile of Kerry Rigdon 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 Sunbelt Securities
Houston, TX
Houston, TX
Plano, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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