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Bradford Anthony Kerr

Destiny Wealth Partners, LLC

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About Bradford Anthony Kerr

Bradford Anthony Kerr is an active investment advisor representative with Destiny Wealth Partners, LLC. Bradford has been working in the financial services industry for 9 years. Bradford is a Registered Investment Advisor (IA) with the state of Florida. Bradford is also a Series 7, Series 66, and Series 9 licensed individual. Bradford has a track record of working with high-net-worth individuals and individuals other than high-net-worth clients.

Firm Information

Bradford Kerr is currently registered with Destiny Wealth Partners, LLC. Destiny Wealth Partners, LLC is an investment advisory firm located in Tavares, Florida. The firm provides financial planning, pension consulting, and portfolio management for individuals, families, and businesses. They have approximately $996,817,259 in regulatory assets under management and manage assets for high-net-worth individuals and individuals other than high-net-worth. They also offer wrap fee program participation.
Destiny Wealth Partners, LLC

2100 LAKE EUSTIS DR.

TAVARES, FL 32778

$996.82M

Assets Under Management

26

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Flat fee

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Bradford Kerr’s Registration & Firm History

FL

12/05/2023 - Present

Destiny Wealth Partners, LLC (TAVARES FL)

FL

08/08/2023 - 08/14/2023

IFP SECURITIES, LLC (TAMPA FL)

NE

09/07/2021 - 04/14/2022

TD AMERITRADE, INC. (OMAHA NE)

MA

08/07/2015 - 04/14/2022

CHARLES SCHWAB & CO., INC. (Boston MA)

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Licenses & Designations

BOTH

Issued 11/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradford Anthony Kerr.
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