Douglas Kerr, financial advisor Stratford CT
93 score

Douglas Kerr

CRD Number: 1293476
Current Firm: Commonwealth Financial Network

Douglas Kerr (CRD# 1293476) is an Investment Advisor Representative working at Commonwealth Financial Network in Stratford, CT and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Investmark Advisory Services, Inc. Stratford, CT Feb 2014 - Current 2
Commonwealth Financial Network Waltham, MA Feb 2014 - Current 2
Lincoln Financial Advisors Corp Windsor, CT Apr 2007 - Feb 2014 6
Horace Mann Investors, Inc. Windsor, CT Jun 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Douglas E. Kerr
Phone Number: 781-736-0700
Registered State(s):
  • CT
  • NH
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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