Kerry Smith Evert

Current Employers

Employment History

• 02/1993 → Present
  (Dba) Kerry S Evert Financial Services
  Tyrone, GA
• 11/1997 → 02/2025
  Concourse Financial Group Securities Inc
  Tyrone, GA
• 02/2003 → 02/2025
  Concourse Financial Group Securities Inc
  Tyrone, GA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Tyrone, GA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-02-11 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Tyrone, GA
  Tyrone, GA
  Birmingham, AL

Other Businesses

1. (dba) KERRY S EVERT FINANCIAL SERVICES; Investment Related; 100 Lloyd Avenue, Ste A, Tyrone, GA 30290; Financial Services; Owner/Advisor; Start Date 02/1993; Financial Advisor that provides clients with investment and insurance products/services suits their financial needs. 2. NAME OF OTHER BUSINESS: FIRST BAPTIST CHURCH OF SENOIA, INVESTMENT RELATED: NO, ADDRESS: 41 JOHNSON STREET, SENOIA, GA 30276, NATURE OF BUSINESS: NON-PROFIT, START DATE: 09/2025, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER,, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CREATING A YEARLY BUDGET, MAKING SURE THE DONATED FUNDS ARE BEING SPENT AND USED FOR THEIR INTENDED PURPOSES; 3. Name of other business: Traditions of Senoia Homeowner's Association Investment related: No Address: 115 Traditions Way, Senoia, GA, 30276 Nature of business: Home Owners Association Start date: 3/5/2026 Position/title/relationship: Board Member Apx number of hours per week: 1 Apx number of hours during trading hours: 0 Brief description of duties: To make sure all the homeowners are following the by-laws of the HOA, and to enforce the rules if necessary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-19
• S63 Uniform Securities Agent State Law Examination
  1992-11-09