TK
TK
Terry Kerr is a registered investment advisor, based in Yorba Linda, CA, with 29 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Yorba Linda, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Denied
Other Business ActivitiesSells Insurance
Terry is a manager for Wealth Solutions Group and Kerr Financial Family (both marketing names only), and an advisory representative of Cooper McManus Financial Group. Terry is also the owner and CEO of Kerr Financial Inc, where he acts as an independent insurance agent for various companies.
Employment History
Current Registrations
Cambridge Investment Research, INC.
March 2020 - Present · 6 yrs 7 mos
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 7 mos
Cooper Mcmanus
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
August 2016 - March 2020 · 3 yrs 7 mos
Cetera Advisor Networks LLC
March 1998 - September 2016 · 18 yrs 6 mos
Cetera Advisor Networks LLCBroker
March 1997 - September 2016 · 19 yrs 6 mos
State Registrations4 states
CANVSDTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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