Kerrie Doughty-Lloyd (CRD# 1128795) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Index Fund Advisors, Inc. | Irvine, CA | Apr 2023 - Current | 1 |
| Prudent Investors Network, Inc. | Ladera Ranch, CA | Feb 2021 - Apr 2023 | 2 |
| Bank Of America N.a. | Newport Beach, CA | Jan 2020 - Feb 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach, CA | Nov 2019 - Feb 2021 | 1 |
| Pruco Securities LLC | Irvine, CA | Sep 2019 - Sep 2019 | < 1 |
| The Prudential Insurance Company Of America | Irvine, CA | Sep 2019 - Sep 2019 | < 1 |
| M Stevens Group | Costa Mesa, CA | Mar 2019 - Sep 2019 | < 1 |
| Chalice Capital Partners, LLC | San Diego, CA | Apr 2019 - Aug 2019 | < 1 |
| State Street Global Services | Irvine, CA | Dec 2011 - Mar 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CA
- LA
- TX
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Total Assets Under Management4,955MILLIONS
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Total Number of Accounts7,193ACCOUNTS
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Average Account Value$688,849
- A percentage of assets under your management
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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