Charles Kerr is a registered investment advisor, based in Richmond, VA, with 27 years of industry experience.
Location
Richmond, VA
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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
Charles is an owning partner/agent at Financial Planning Alternatives, selling life, long-term care, fixed annuity, and disability products through various independent insurance companies, dedicating full-time hours to this. He also works as an advisory representative of a Registered Investment Advisor (RIA), also dedicating full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Royal Alliance Associates, INC.Broker
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Signator Investors, INC.Broker
Nylife Securities INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations5 states
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.