Matthew Kerr (CRD# 6626404) is an Investment Advisor Representative working at Keel Point, LLC in Chattanooga, TN and has over 4 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keel Point | Huntsville, AL | Nov 2019 - Current | 4 |
| Keel Point | Huntsville, AL | Dec 2018 - Nov 2019 | < 1 |
| Keel Point Capital, LLC | Huntsville, AL | Mar 2016 - Dec 2018 | 2 |
| Regions Bank | Birmingham, AL | Jan 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- AL
- SC
- TN
-
Total Assets Under Management2,940MILLIONS
-
Total Number of Accounts5,548ACCOUNTS
-
Average Account Value$530,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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