Donald KerrCRD Number: 4526891
Current Firm: Raymond James Financial Services Advisors, Inc.
Donald Kerr (CRD# 4526891) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bend, OR and has over 16 years of experience in the finance industry. Donald Kerr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kleinsmith Resource Management, LLC
Sheppard Wealth Management, LLC
Securities America Advisors, Inc.
|Raymond James Financial Services, Inc.||Bend, OR||Oct 2014 - Current||3|
|Raymond James Financial Services Advisors Inc.||Bend, OR||Oct 2014 - Current||3|
|Onpoint Community Credit Union||Bend, OR||Oct 2012 - Current||5|
|Cuso Financial Services, LP||San Diego, CA||Oct 2012 - Oct 2014||2|
|Ameriprise Financial Services||Vancouver, WA||Sep 2011 - Oct 2012||1|
|Clark County Sheriffs Office||Vancouver, WA||Oct 2009 - Aug 2011||1|
|Clackamas Federal Credit Union||Oregon City, OR||Jun 2009 - Sep 2009||< 1|
|Cuso Financial Services, LP||Oregon City, OR||Jun 2009 - Sep 2009||< 1|
|Edward Jones||Vancouver, WA||Jan 2009 - Jun 2009||< 1|
|Us Bancorp||Portland, OR||Dec 2008 - Jan 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bend, OR||Dec 2006 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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