Kerry Monif (CRD# 1317947) is an Investment Advisor Representative working at Lpl Financial LLC in Bellevue, NE and has over 39 years of experience in the finance industry.
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
CRD# 4758589
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Omaha, NE | Jan 2020 - Current | 4 |
| Black Oak Investment Counsel | Omaha, NE | Sep 2010 - Jan 2020 | 9 |
| Securities America Advisors, Inc. | Omaha, NE | Jan 2006 - Jan 2020 | 14 |
| Securities America, Inc. | Omaha, NE | Jul 2003 - Jan 2020 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1985 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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