Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marci? Claim Your ProfileMarci Jo Kerr is an investment advisor representative with Aprio Wealth Management, LLC. Marci Jo Kerr is registered in California and has been in the industry since August 2014. Marci Jo Kerr specializes in providing financial planning, portfolio management for individuals, pension consulting and educational seminars. Marci Jo Kerr is also an approved investment advisor representative with Aprio LLP.
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.
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
09/29/2022 - Present
Aprio Wealth Management, LLC (WALNUT CREEK CA)
IA
Issued 09/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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