Kerry
Severn
Ashton Thomas Private Wealth
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About this Advisor
Kerry Severn is a financial advisor based in Draper, Utah, working with Ashton Thomas Private Wealth. Kerry has previously held positions at Fidelity Brokerage Services, Inc, Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C, and Ashton Thomas Private Wealth. Kerry has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Kerry is part of Ashton Thomas Private Wealth, which operates out of Draper, Utah. The firm has 22 offices and 55 employees. The firm manages assets totaling $2.9 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, pension consulting services, selection of other advisers, and other services. The fee structure at Ashton Thomas Private Wealth includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,891,584,875
55
5,334
$542,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Kerry Severn Work History
Ashton Thomas Private Wealth
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
Fidelity Brokerage Services, Inc
Disclosures
Please visit the SEC profile of Kerry Severn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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