Joan Kerr (CRD# 6975018) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Evans, GA and has over 7 years of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| The Sanctuary Of Augusta | Evans, GA | Jan 2021 - Current | 3 |
| Granite Financial Solutions, LLC | Evans, GA | Oct 2018 - Current | 5 |
| Joan Kerr Financial Services, LLC | Evans, GA | Jan 2016 - Current | 8 |
| Ameritas Investment Corp | Lincoln, NE | Oct 2018 - Nov 2021 | 3 |
| Joan D. Kerr | Grovetown, GA | May 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- GA
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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