Leonard Kerr, financial advisor Dallas TX
90 score

Leonard Kerr

CRD Number: 6271885
Current Firm: Ae Wealth Management, LLC

Leonard Kerr (CRD# 6271885) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Dallas, TX and has 1 year of experience in the finance industry. Leonard 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
Ae Wealth Management, LLC Topeka, KS Feb 2017 - Current 1
Strategic Estate Planning Services Dallas, TX Dec 2013 - Current 4
Global Financial Private Capital, LLC Sarasota, FL Nov 2013 - Feb 2017 3
Abeo Mgmt., Corp. Irving, TX Jun 2007 - Dec 2013 6

Leonard Kerr has no recent exams reported.
Contact Info for Leonard L. Kerr
Phone Number: 866-363-9595
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,003
    MILLIONS
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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