Unclaimed
Laura Kerr is a financial advisor with LPL Financial LLC. Laura is a Registered Representative and an Investment Advisor Representative with over 25 years of experience in the financial industry. Laura is registered with the state of Texas. Laura focuses on providing financial advice to individuals, families, and small businesses. Laura's expertise includes financial planning, retirement planning, and investment management. Laura received her Series 6 and Series 63 licenses in 1996 and her SIE license in 2018.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/22/2017 - Present
LPL Financial LLC (THE WOODLANDS TX)
TX
02/28/2014 - 10/02/2015
METLIFE SECURITIES INC. (HOUSTON TX)
TX
06/24/2010 - 01/30/2014
METLIFE SECURITIES INC. (HOUSTON TX)
TX
01/09/1996 - 05/13/2010
ING FINANCIAL ADVISERS, LLC (GALVESTON TX)
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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