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Joseph N Kerr

Eagle Strategies LLC

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About Joseph N Kerr

Joseph Kerr is a financial advisor in Round Rock, Texas. Joseph has been working in the securities industry since January 17, 2012 and currently holds a Series 63 and a Series 65 license and a Series 6 license. Joseph is registered with the state of Texas and Eagle Strategies LLC. Joseph has a history of employment with NYLIFE Securities LLC, NEW YORK LIFE INSURANCE CO, HEALTH INSURANCE BROKER, KERR INSURANCE GROUP, LLC, KERR FINANCIAL SERVICES, LLC, CADENCE WEALTH MANAGEMENT, L.L.C. and Eagle Strategies LLC. Joseph is currently registered as a Registered Representative and Investment Adviser Representative with Eagle Strategies LLC. Eagle Strategies LLC is a Registered Investment Advisor with the SEC and is a member of FINRA.

Firm Information

Joseph Kerr is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Joseph Kerr’s Registration & Firm History

TX

06/20/2023 - Present

Eagle Strategies LLC (ROUND ROCK TX)

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Licenses & Designations

IA

Issued 06/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph N Kerr.
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