Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherri? Claim Your ProfileCherri Lyn Lamkin is an investment advisor representative at Atlas Brown, located in Louisville, KY. Cherri Lyn has been in the industry since 2005. Cherri Lyn holds the Series 65 license. Atlas Brown is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a long history of providing investment advice to individuals, corporations, and charitable organizations. Atlas Brown specializes in financial planning, portfolio management, and selection of other advisors. The firm has a strong focus on client service and seeks to build long-term relationships with its clients.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
08/18/2017 - Present
Atlas Brown (LOUISVILLE KY)
IA
Issued 08/18/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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