Edward Kerns (CRD# 5857458) is an Investment Advisor Representative working at Footlamp in Atlanta, GA and has over 13 years of experience in the finance industry. Edward Kerns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kerns Wealth Management, LLC | Marietta, GA | Jun 2015 - Current | 8 |
| Resource Horizons Group, LLC | Marietta, GA | May 2014 - Current | 9 |
| Lindner Capital Advisers, Inc. | Marietta, GA | May 2014 - Current | 9 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | May 2012 - May 2014 | 2 |
| Legacy Planning Group, Inc. | Suwanee, GA | Nov 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- AL
- GA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$344,271
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, GA
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