Kerri Willoughby (CRD# 5533967) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Juneau, AK and has over 15 years of experience in the finance industry.
CRD# 6657896
Equitable Advisors, LLC
CRD# 5992702
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5110589
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silvertree Wealth Partners | Juneau, AK | Oct 2022 - Current | 1 |
| Willoughby Wealth Partners | Juneau, AK | Oct 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Juneau, AK | Oct 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Juneau, AK | Oct 2022 - Current | 1 |
| Silvertree Collective | Juneau, AK | Oct 2022 - Current | 1 |
| Edward Jones | St Louis, MO | May 2008 - Oct 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- AK
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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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