Thomas Chandler
Thomas Chandler is a CFP-designated registered investment advisor at Kerr Wealth Management, based in Fresno, CA, with 43 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 615 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kerr Wealth Management manages investment portfolios for clients, charging an annual fee that is negotiable, up to a maximum of 3% of the value of your portfolio. This fee is billed monthly. The exact fee depends on factors like the amount you invest and your relationship with the firm.
Location
7255 N. First Street, Suite 101, Fresno, CA, 93720
Get directionsHistory
Regulatory History (6)
Employment Separation After Allegations
April 2020Employment Separation After Allegations
January 2018Customer Dispute
November 2002Customer Dispute
September 2002Customer Dispute
August 2002Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Thomas works as an agent selling life insurance. This non-investment related business takes minimal time.
Employment History
Current Registrations
Kerr Wealth Management
Previous Registrations
Kovack Securities INC.Broker
Kovack Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.