Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kerr is a Certified Financial Planner with over 7 years of experience in the financial services industry. Daniel specializes in providing financial planning and portfolio management services to individuals and families. Daniel is currently registered with Running Point Capital Advisors LLC and is licensed in California. Prior to joining Running Point Capital Advisors LLC, Daniel held positions at Mission Wealth, Moss Adams Wealth Advisors, and LJ Cooper Capital Management. Daniel is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/06/2025 - Present
Running Point Capital Advisors LLC (El Segundo CA)
IA
Issued 04/27/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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