Financial ADVSR advisor directory · SEC adviser records
Kerr Wealth Management financial advisors in Oakwood, OH
Every SEC-registered investment adviser representative at a Kerr Wealth Management office in Oakwood, A to Z.
The short answer
3 registered advisors work at Kerr Wealth Management in Oakwood, out of 3 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Kerr Wealth Management advisors in Oakwood, A to Z
Every Kerr Wealth Management advisor →- Thomas W. ChandlerInvestment adviser rep
- Andrew T. KerrInvestment adviser rep
- Todd J. PilosiInvestment adviser rep
Kerr Wealth Management advisors in every city and state →Kerr Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Oakwood
All Oakwood advisors →Questions
How many financial advisors does Kerr Wealth Management have in Oakwood?
3 investment adviser representatives are registered at Kerr Wealth Management offices in Oakwood, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Kerr Wealth Management one of the largest advisor employers in Oakwood?
Kerr Wealth Management ranks number 2 in Oakwood by registered advisors; J.P. Morgan Securities LLC has the most, with 4.
How do I check a Kerr Wealth Management advisor in Oakwood?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kerr Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.