Daniel Kerr (CRD# 6034647) is an Investment Advisor Representative working at Whitestone Capital Management LLC in North Manchester, IN and has over 12 years of experience in the finance industry.
CRD# 2245020
Lpl Financial LLC
CRD# 2362499
Cetera Investment Advisers LLC
CRD# 4132899
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whitestone Capital Management LLC | New Albany, IN | Oct 2021 - Current | 2 |
| Daniel Ray Photography | North Manchester, IN | Sep 2016 - Current | 7 |
| Heritage Financial Planning, LLC | North Manchester, IN | Feb 2005 - Current | 19 |
| Alphastar Capital Management, LLC | Cornelius, NC | Jan 2019 - Dec 2021 | 2 |
| Pmb Capital Management, LLC | Jeffersonville, IN | Feb 2015 - Jan 2019 | 3 |
| Center Street Securities, Inc. | Nashville, TN | Jan 2015 - Oct 2015 | < 1 |
| Sageguard Investment Advisory Services | Goodlettsville, TN | Nov 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- IN
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$78,995
- 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)
IN, KY
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