Trenton KerrCRD Number: 5919768
Current Firm: Focus Financial
Trenton Kerr (CRD# 5919768) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 5 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Royal Alliance||Minneapolis, MN||Nov 2014 - Current||1|
|Focus Financial||Minneapolis, MN||Nov 2014 - Current||1|
|Unemployed||Draper, UT||Jul 2014 - Nov 2014||< 1|
|Edward Jones||St Louis, MO||Nov 2013 - Jul 2014||< 1|
|O'currance Teleservices||Draper, UT||Apr 2012 - Nov 2013||1|
|Kerr Consulting||Draper, UT||Jan 2012 - Nov 2013||1|
|Managed Wealth Financial||South Jordan, UT||Mar 2011 - Apr 2012||1|
|Transamerica Financial Advisors, Inc.||So. Jordan, UT||Jan 2012 - Jan 2012||< 1|
|World Group Securities, Inc.||So. Jordan, UT||Apr 2011 - Jan 2012||< 1|
|World Financial Group, Inc.||So. Jordan, UT||Apr 2011 - Jan 2012||< 1|
|Unemployed||Draper, UT||Jan 2011 - Apr 2011||< 1|
|Starise America||Sandy, UT||Dec 2009 - Dec 2010||1|
|4life Research||Sandy, UT||Jul 2007 - Dec 2009||2|
|Aloha Tutoring||Honolulu, HI||Jan 2003 - Jul 2007||4|
|University Of Hawaii||Honolulu, HI||Sep 2001 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management1,840MILLIONS
Total Number of Accounts14,950ACCOUNTS
Average Account Value$123,077
- 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)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI
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