Daniel
Kerr
Running Point Capital Advisors LLC
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About this Advisor
Daniel Kerr is a financial advisor based in El Segundo, California, working with Running Point Capital Advisors LLC. Daniel has previously held positions at Lj Cooper Capital Management, Moss Adams Wealth Advisors, Mission Wealth, and Running Point Capital Advisors. Daniel has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Daniel is part of Running Point Capital Advisors LLC, which operates out of El Segundo, California. The firm has 8 employees and manages assets totaling $509.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Running Point Capital Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Running Point Capital Advisors LLC Brokerage Details
$509,376,789
8
612
$832,315
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Kerr Work History
Running Point Capital Advisors
Mission Wealth
Moss Adams Wealth Advisors
Lj Cooper Capital Management
Disclosures
Please visit the SEC profile of Daniel Kerr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Running Point Capital Advisors LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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