Stephanie KerrCRD Number: 5356647
Current Firm: Raymond James & Associates, Inc.
Stephanie Kerr (CRD# 5356647) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 5 years of experience in the finance industry.
St. Pete Financial Group
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Raymond James Financial Services Advisors, Inc.||Southfield, MI||Jan 2022 - Current||< 1|
|Raymond James & Associates, Inc.||Southfield, MI||Oct 2021 - Current||< 1|
|Raymond James Financial Services, Inc.||Southfield, MI||Jan 2018 - Current||4|
|Raymond James & Associates, Inc.||Chicago, IL||Jul 2016 - Jan 2018||1|
|Rbc Capital Markets, LLC||Chicago, IL||May 2007 - Jul 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2016|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management331,150MILLIONS
Total Number of Accounts869,177ACCOUNTS
Average Account Value$380,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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