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Kerri Lynn Richardson

ALPHAMARK ADVISORS, LLC·FT. WRIGHT, Kentucky
Unclaimed Profile
810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FT. WRIGHT, KY 41011CRD# 6467244Firm CRD# 109366
01

About

Kerri Lynn Richardson is a registered financial advisor based in FT. WRIGHT, Kentucky, affiliated with ALPHAMARK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
ALPHAMARK ADVISORS, LLC
ALPHAMARK ADVISORS, LLC
AUM
$399M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ALPHAMARK ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6467244
Firm CRD# 109366
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kerri Lynn Richardson offer?
Kerri Lynn Richardson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. WRIGHT, Kentucky for a consultation.
What are Kerri Lynn Richardson's credentials?
Kerri Lynn Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerri Lynn Richardson located?
Kerri Lynn Richardson is based in FT. WRIGHT, Kentucky, working with ALPHAMARK ADVISORS, LLC. Their office serves clients in the FT. WRIGHT metropolitan area and surrounding communities.
How does Kerri Lynn Richardson charge for services?
Kerri Lynn Richardson'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 ALPHAMARK ADVISORS, LLC?
ALPHAMARK ADVISORS, LLC has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FT. WRIGHT
Michael Louis Simon — ALPHAMARK ADVISORS, LLCThomas Jay Ruberg — ALPHAMARK ADVISORS, LLCAndrew James Vonlehman — ALPHAMARK ADVISORS, LLCMark William Weber — ALPHAMARK ADVISORS, LLCTed Joseph Funk — ALPHAMARK ADVISORS, LLC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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