Robert KermanCRD Number: 1282931
Current Firm: First Allied Advisory Services, Inc.
Robert Kerman (CRD# 1282931) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Goldens Bridge, NY and has over 33 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Crimmins Wealth Management, LLC
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Current||5|
|First Allied Securities||San Diego, CA||Jan 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV