BK
BK

Bradford Kerr

10 Years of Experience
Boca Raton, FL
Broker

Bradford Kerr is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1 Town Center Road, 10th Floor, Boca Raton, FL, 33486

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2025 - Present · 1 yr 1 mo
Raymond James & Associates, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Destiny Wealth Partners, LLC
December 2023 - March 2025 · 1 yr 3 mos
Ifp Securities, LLCBroker
August 2023 - August 2023 · 0 mos
Strategic Financial Services
June 2022 - August 2023 · 1 yr 2 mos
TD Ameritrade, INC.Broker
September 2021 - April 2022 · 7 mos
Charles Schwab & CO., INC.
November 2015 - April 2022 · 6 yrs 5 mos
Charles Schwab & CO., INC.Broker
August 2015 - April 2022 · 6 yrs 8 mos
State Registrations1 state
FL
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.