Donald Kerr, financial advisor Bend OR
96 score

Donald Kerr

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Donald L. Kerr
Phone Number: 727-567-3020
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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