Samuel Kerr (CRD# 7617841) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Ashburn, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Ashburn, VA | Aug 2022 - Current | 1 |
Silver Ridge Media | Fairfax, VA | Oct 2021 - Aug 2022 | < 1 |
Private Contractor | Fairfax, VA | Jul 2021 - Aug 2022 | 1 |
4th Grade Teacher | Spotsylvania, VA | Aug 2020 - Jun 2021 | < 1 |
Linkhorne Elementary | Lynchburg, VA | Aug 2019 - Aug 2020 | 1 |
Country Club Of Buffalo | Buffalo, NY | Sep 2018 - Jul 2019 | < 1 |
Buffalo City Public Schools | Buffalo, NY | Oct 2018 - Jun 2019 | < 1 |
Sheffield Elementary | Lynchburg, VA | Aug 2016 - Aug 2018 | 2 |
Sped Tutor | Lynchburg, VA | Aug 2014 - Jul 2016 | 1 |
Sheffield Elementary | Lynchburg, VA | Jan 2016 - Jun 2016 | < 1 |
Liberty University | Lynchburg, VA | Aug 2011 - Dec 2015 | 4 |
Ridgewood Country Club | Danbury, CT | May 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- TX
- VA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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