Kerri Goldsmith, financial advisor Fort Myers FL

Kerri Goldsmith

CRD Number: 5768742
Current Firm: Hbks Wealth Advisors
Compensation Model: Both

Kerri Goldsmith (CRD# 5768742) is an Investment Advisor Representative working at HBKS Wealth Advisors in Fort Myers, FL and has over 6 years of experience in the finance industry. Kerri Goldsmith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Company Name Location Dates Years
Hbks Wealth Advisors Fort Myers, FL Sep 2014 - Current 9
Purshe Kaplan Sterling Albany, NY Jul 2011 - Current 12
Hbk Sorce Financial Fort Myers, FL Nov 2009 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Kerri A. Goldsmith
By the Numbers
  • Total Assets Under Management
    5,570
    MILLIONS
  • Total Number of Accounts
    17,566
    ACCOUNTS
  • Average Account Value
    $317,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY

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