Marci
Kerr
Aprio Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Marci Kerr is a financial advisor who works in Walnut Creek, California, with a total of 1 year of industry experience. Kerr is currently employed by Aprio Wealth Management, LLC. Over the course of their career, they have held roles at F.N.B. Investment Advisors, Inc, Aprio Wealth Management, LLC, Aprio Llp and Bny Mellon. Kerr maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California. Aprio Wealth Management, LLC is an advisory company operating out of Atlanta, GA. The investment advisory business has offices in 12 locations and a total of 22 advisors. It controls $1 billion in assets under management between its 1,457 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 1,457 customer accounts, 20% are held by high-net-worth individuals who have more than $1 million in investable assets. Aprio Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types charged by Aprio Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Aprio Wealth Management, LLC Brokerage Details
$1,317,815,906
22
1,457
$904,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Marci Kerr Work History
Marci has been registered as a financial advisor for 1 years.*
Aprio Wealth Management, LLC
Aprio Llp
Bny Mellon
F.N.B. Investment Advisors, Inc
*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 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
Cincinnati, OH
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Walnut Creek, CA
Atlanta, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
