Brendan Kerr (CRD# 7396790) is an Investment Advisor Representative working at D.a. Davidson & Company in Hood River, OR and has over 2 years of experience in the finance industry.
CRD# 4542577
Cuso Financial Services
CRD# 1823893
Raymond James Financial Services Advisors, Inc.
CRD# 4771578
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Da Davidson | Hood River, OR | Jun 2021 - Current | 2 |
| Hood River Valley High School Ski Team | Hood River, OR | Nov 2019 - Mar 2023 | 3 |
| Cardinal Glass Industries | Hood River, OR | Jan 2021 - Jun 2021 | < 1 |
| Cardinal Glass Industries | Hood River, OR | Jul 2018 - Jan 2021 | 2 |
| Hood River Valley High School Ski Team | Hood River, OR | Nov 2017 - Nov 2019 | 2 |
| Electronics Assemblers Inc. | Hood River, OR | Jun 2017 - Jun 2018 | 1 |
| Bk Films | Hood River, OR | Jan 2013 - Jul 2017 | 4 |
| 2nd Wind Sports | Hood River, OR | Jan 2013 - Jul 2017 | 4 |
| California Polytechnic State University | San Luis Obispo, CA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- OR
- TX
-
Total Assets Under Management27,925MILLIONS
-
Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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