Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Kay Irick Churchill is a financial advisor at Cambridge Investment Research Advisors, Inc. Kerri has been in the industry since 2012, providing financial advice to individuals, families, and businesses. Kerri is registered with the state of Vermont as both a broker-dealer and investment advisor representative. Kerri holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam. Kerri specializes in providing investment advice and financial planning. Kerri also offers a range of other services, including market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VT
04/17/2018 - Present
Cambridge Investment Research Advisors, Inc. (Saint Albans VT)
IA
Issued 03/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kerri Irick churchill is the right advisor for you? Invested Better is here to help.
