Patricia Kerman (CRD# 7492658) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Palm Desert, CA and has 1 year of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Advisors, LLC | Glendale, CA | Nov 2023 - Current | < 1 |
| Wildest Dreams LLC | Diamond Bar, CA | May 2023 - Aug 2023 | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Jan 2022 - May 2023 | 1 |
| Westmont College | Santa Barbara, CA | Jan 2019 - Dec 2021 | 2 |
| Westmont College | Santa Barbara, CA | Aug 2017 - Dec 2021 | 4 |
| Asics | Irvine, CA | Jun 2021 - Aug 2021 | < 1 |
| Westmont College | Santa Barbara, CA | Aug 2018 - May 2021 | 2 |
| Trackstreet | Santa Barbara, CA | Apr 2020 - Dec 2020 | < 1 |
| Springbound | Santa Barbara, CA | May 2019 - Jul 2019 | < 1 |
| Westmont College | Santa Barbara, CA | Aug 2017 - May 2018 | < 1 |
| Crescenta Valley High School | La Crescenta, CA | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management1,387MILLIONS
-
Total Number of Accounts3,901ACCOUNTS
-
Average Account Value$355,591
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.