Kerry Skinner (CRD# 5076646) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Eldridge, IA and has over 18 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities, Inc. | Eldridge, IA | Apr 2019 - Current | 5 |
| Bank Of America,n.a. | Davenport, IA | Jun 2011 - Apr 2019 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davenport, IA | Sep 2010 - Apr 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- IA
- TX
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Total Assets Under Management4,483MILLIONS
-
Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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