Andrew Kerr (CRD# 6461370) is an Investment Advisor Representative working at Kerr Wealth Management in Fresno, CA and has over 9 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kerr Payroll Solutions, LLC | Fresno, CA | Aug 2018 - Current | 5 |
| Mara, LLC | Fresno, CA | Jun 2018 - Current | 5 |
| Kerr Financial Planning Corporation Dba Kerr Wealth Management | Fresno, CA | Jul 2015 - Current | 8 |
| Kerr Insurance Brokers, Inc. | Fresno, CA | Jan 2010 - Current | 14 |
| Cambridge Investment Research, Inc. Dba: Kerr Financial | Fairfield, IA | Mar 2016 - Jul 2016 | < 1 |
| Cambridge Investment Research Advisors, Inc. Dba: Kerr Financial | Fairfield, IA | Mar 2016 - Jul 2016 | < 1 |
| Lincoln Financial Securities Corporation Dba: Kerr Financial | Fresno, CA | Apr 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- CA
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts750ACCOUNTS
-
Average Account Value$115,776
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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