Dana Kerr (CRD# 4862985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Watkinsville, GA and has over 19 years of experience in the finance industry.
CRD# 6914118
Edward Jones
CRD# 4270320
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1247696
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Watkinsville, GA | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp | Athens, GA | Oct 2023 - Current | < 1 |
| Dana Kerr Insurance Agency | Athens, GA | Feb 2023 - Current | 1 |
| State Farm Vp Management Corp | Athens, GA | Feb 2023 - Current | 1 |
| Dana Kerr Insurance Agency | Watkinsville, GA | Apr 2019 - Current | 5 |
| State Farm Vp Management Corp. | Watkinsville, GA | Apr 2019 - Current | 5 |
| State Farm Investment Management Corp. | Bogart, GA | Aug 2018 - May 2019 | < 1 |
| Dana Kerr Insurance Agency | Bogart, GA | Oct 2012 - Apr 2019 | 6 |
| State Farm Vp Management Corp. | Bogart, GA | Oct 2012 - Apr 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- NC
- SC
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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