Theodore Kerr
Theodore Kerr is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Miami, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore is the sole shareholder of Touchstone Capital Ventures, Inc., which owns several entities including a registered investment advisor company offering financial planning, asset management, securities, and insurance sales. He also owns other businesses including a publishing company and commercial property, and serves as a trustee and board member.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Touchstone Capital, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Hefren-Tillotson, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations3 states
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