Charles Kerker (CRD# 1317057) is an Investment Advisor Representative working at Great Point Advisors, LLC in Delmar, NY and has over 39 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
CRD# 2853423
Albanyadvisor Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital, LLC | Chicago, IL | Jan 2024 - Current | < 1 |
| Great Point Advisors, LLC | Chicago, IL | Jan 2024 - Current | < 1 |
| Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Jul 2019 - Nov 2023 | 4 |
| Next Financial Group, Inc. | Hampton, VA | Aug 1999 - Jun 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management15MILLIONS
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Total Number of Accounts88ACCOUNTS
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Average Account Value$165,685
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