Ryan Kerr, financial advisor Phoenix AZ
93 score

Ryan Kerr

CRD Number: 5535627
Current Firm: Charles Schwab & Company, Inc.

Ryan Kerr (CRD# 5535627) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Jul 2012 - Current 4
Not Employed Avondale, AZ Sep 2011 - Jul 2012 < 1
Edward Jones Tempe, AZ Aug 2011 - Sep 2011 < 1
Bank Of America Tempe, AZ Nov 2009 - May 2011 1
Chase Investment Services Peoria, AZ Sep 2009 - Nov 2009 < 1
Wells Fargo Investments Sun City, AZ Apr 2008 - Sep 2009 1
Wells Fargo Bank Sun City, AZ Mar 2007 - Sep 2009 2
Wells Fargo &amp;co. Sun City/goodyear, AZ Feb 2007 - Sep 2009 2
Marshall And Illsley Phoenix, AZ Nov 2006 - Feb 2007 < 1
Avondale Police Department Avondale, PA Nov 2005 - Nov 2006 1
Avondale Police Dept. Avondale, AZ Oct 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Ryan H. Kerr
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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