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Kerry Mark Rigdon

Sunbelt Securities, Inc.

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About Kerry Mark Rigdon

Kerry Mark Rigdon is an investment advisor representative with Sunbelt Securities, Inc., and has been in the securities industry since September 1984. Kerry Mark Rigdon's office is located at 2700 POST OAK BLVD STE 1700, HOUSTON, TX 77056. Kerry Mark Rigdon is licensed in multiple states and offers various financial services, including financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Kerry Rigdon is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kerry Rigdon’s Registration & Firm History

TX

10/21/2022 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

10/01/2012 - 08/03/2017

WFG INVESTMENTS, INC. (Dallas TX)

TX

11/24/2010 - 10/08/2012

SUNBELT SECURITIES, INC. (COPPELL TX)

TX

12/08/2006 - 12/31/2010

EVOLVE SECURITIES, INC. (DALLAS TX)

TX

10/11/1996 - 12/12/2006

SOUTHWEST SECURITIES, INC. (DALLAS TX)

TX

10/13/2000 - 02/05/2003

SWS FINANCIAL SERVICES (DALLAS TX)

NY

07/31/1993 - 10/30/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

02/15/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/24/1986 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

09/20/1984 - 01/31/1986

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

IA

Issued 11/11/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2000

Series 3 - National Commodity Futures Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kerry Mark Rigdon. Review regulatory record here.
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