Unclaimed
Chase Randall Kerby is a financial advisor with Rather & Kittrell, Inc., located in Knoxville, TN. Chase is a Certified Financial Planner with over 5 years of experience in the financial industry. He specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and institutions. Chase has experience working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations. His approach to financial planning is personalized and tailored to the specific needs of each client.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TN
04/30/2019 - Present
Rather & Kittrell, Inc. (KNOXVILLE TN)
Active
Inactive
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