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Kaitlin Rebecca Theobald

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC·ATLANTA, Georgia
Clean recordSHERRILL & HUTCHINS FINANCIAL ADVISORY INC
4401 NORTHSIDE PARKWAY, NW, ATLANTA, GA 30327CRD# 7015222Firm CRD# 105302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kaitlin Rebecca Theobald · ATLANTA, GA
Registration
CRD #7015222 · SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kaitlin Rebecca Theobald is a registered financial advisor based in ATLANTA, Georgia, affiliated with SHERRILL & HUTCHINS FINANCIAL ADVISORY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC
AUM
$543M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SHERRILL & HUTCHINS FINANCIAL ADVISORY INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7015222
Firm CRD# 105302
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kaitlin Rebecca Theobald offer?
Kaitlin Rebecca Theobald specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Kaitlin Rebecca Theobald's credentials?
Kaitlin Rebecca Theobald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kaitlin Rebecca Theobald located?
Kaitlin Rebecca Theobald is based in ATLANTA, Georgia, working with SHERRILL & HUTCHINS FINANCIAL ADVISORY INC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Kaitlin Rebecca Theobald charge for services?
Kaitlin Rebecca Theobald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHERRILL & HUTCHINS FINANCIAL ADVISORY INC?
SHERRILL & HUTCHINS FINANCIAL ADVISORY INC has approximately 8 employees and manages $543M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

Jessica Renee Sherrill
ATLANTA, GA
Theodore Leslie Noble
ATLANTA, GA
Thomas Beck Sherrill
ATLANTA, GA
William Fredrick Hutchins
ATLANTA, GA
William Fredrick Hutchins
ATLANTA, GA
Mark D Sheerin
ATLANTA, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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