Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Dunn is a registered Investment Advisor Representative with Kingsbridge Wealth Management, Inc. Kerri has been in the industry since September 2010 and holds a Series 65 license. Her areas of specialization include: Investment advisory services, Portfolio management for Individuals, Portfolio management for Pooled Investment Vehicles and Financial Planning. Kerri has worked with Kingsbridge Wealth Management, Inc. since October 2012. Her previous employment includes Kingsbridge Companies and Kingsbridge Trust Company. Kerri's office is located in Las Vegas, NV.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project administration fees
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NV
03/13/2015 - Present
Kingsbridge Wealth Management, Inc. (LAS VEGAS NV)
IA
Issued 09/23/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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