Kerry Lekas
Kerry Lekas is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Londonderry, NH, with 8 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2 Parmenter Road, Unit C5, Londonderry, NH, 03053
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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
Kerry is involved in several business activities, including rental property ownership, accounting services/tax preparation, and board positions. Kerry also works as an insurance agent for Avantax Insurance Agency/Services, dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
New Wealth Advisors, LLC
State Registrations8 states
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