Leonard Lamar Kerr Iii
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
L. Lamar Kerr, Lamar Kerr
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current Firm
AE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614Phone Number
(866) 363-9595# of Employees
630SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
282,995AUM (Assets Under Management)
$49,837,385,888Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(2/15/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Lamar Kerr III's CRS (Customer Relationship Summary).
Similar Advisors
ORION WEALTH MANAGEMENT LLC
EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
