Sherrie Kerr, financial advisor Portland OR
93 score

Sherrie Kerr

CRD 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.

Similar Advisors
Larry McClanahan, financial advisor Portland OR
Larry McClanahan
CRD# 4457482
Secondhalf Planning & Investment, LLC
Score
107
Similar Advisors
Brian Hefele, financial advisor Portland OR
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Score
104
Similar Advisors
Danny Harlow, financial advisor Portland OR
Danny J. Harlow
CRD# 864818
Nw Tax & Wealth Advisory Group, Inc.
Score
70
Company Name Location Dates Years
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
Contact Info for Sherrie L. Kerr
Phone Number: 503-226-7000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    543
    MILLIONS
  • Total Number of Accounts
    2,318
    ACCOUNTS
  • Average Account Value
    $234,062
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Sherrie Kerr and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.