Sherrie KerrCRD Number: 1880943
Current Firm: Umpqua Investments, Inc.
Sherrie Kerr (CRD# 1880943) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Portland, OR and has over 21 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Umpqua Investments, Inc.||Portland, OR||Apr 2009 - Current||7|
|Citigroup Global Markets Inc.||Seattle, WA||Oct 2007 - Apr 2009||1|
|Ubs Financial Services Inc.||Portland, OR||Apr 2007 - Oct 2007||< 1|
|Smith Barney||Yakima, WA||Jul 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1995|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- 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, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI