Leonard L. Kerr
Professional summary
Leonard Lamar Kerr III, CFP®, who also goes by L. Lamar Kerr, Lamar Kerr, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Carrollton, Texas.
Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Leonard has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Lamar Kerr III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
February 15, 2017 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 4425 Plano Pkwy Ste #101, Carrollton, TX 75010November 15, 2013 - February 16, 2017
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2017)
Exams
Current Firm
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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