Marci
Kerr
Aprio Wealth Management, LLC
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About this Advisor
Marci Kerr is a financial advisor based in Walnut Creek, California, working with Aprio Wealth Management, LLC. Marci has previously held positions at F.N.B. Investment Advisors, Inc, Aprio Wealth Management, LLC, Aprio LLP, and BNY Mellon. Marci has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Marci is part of Aprio Wealth Management, LLC, which operates out of Walnut Creek, California. The firm has 11 offices and 30 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Aprio Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Aprio Wealth Management, LLC Brokerage Details
$1,835,159,664
30
2,121
$865,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Marci Kerr Work History
Aprio Wealth Management, LLC
Aprio Llp
Bny Mellon
F.N.B. Investment Advisors, Inc
Disclosures
Please visit the SEC profile of Marci 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 Aprio Wealth Management, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Matthews, NC
Atlanta, GA
Rockville, MD
Cincinnati, OH
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