Daniel
Kerr
Running Point Capital Advisors LLC
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About this Advisor
Daniel Kerr is a certified financial planner based out of El Segundo, California who has 3 years of relevant experience. Kerr is an advisor for Running Point Capital Advisors LLC. Their career trajectory has included roles at Lj Cooper Capital Management, Central Bank Utah, Hobble Creek Golf Course, Moss Adams Wealth Advisors, Mission Wealth and Running Point Capital Advisors. Kerr holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in California. Running Point Capital Advisors LLC is a company operating out of El Segundo, CA. It manages $474 million in assets under management across its 601 accounts, making it one of the larger firms in the nation by assets under management. Of its 601 client accounts, 78% are associated with high-net-worth investors who have at least $1 million in investable assets. Running Point Capital Advisors LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which service is offered. Fee types billed by Running Point Capital Advisors LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Running Point Capital Advisors LLC Brokerage Details
$473,861,850
8
601
$788,456
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Kerr Work History
Daniel has been registered as a financial advisor for 3 years.*
Running Point Capital Advisors
Mission Wealth
Moss Adams Wealth Advisors
Lj Cooper Capital Management
Central Bank Utah
Hobble Creek Golf Course
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
