Donald Kerr
Donald Kerr is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bend, OR, with 21 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
950 NW Bond Street, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald works as an associate/employee for OnPoint Community Credit Union and OnPoint Investment Services, focusing on sales, planning, and service of investment products. These roles take up the majority of Donald's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Foresters Equity Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Foresters Equity Services, INC.Broker
State Registrations19 states
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