James
Kerr
Equity Services, Inc
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About this Advisor
James Kerr is a financial advisor based in West Harrison, New York, working with Equity Services, Inc. James has previously held positions at Massmutual, Mml Investors Services Inc, National Life Group, and Equity Services Inc. James has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, James is part of Equity Services, Inc, which operates out of West Harrison, New York. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 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, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Kerr Work History
National Life Group
Equity Services Inc
Massmutual
Mml Investors Services Inc
Disclosures
Please visit the SEC profile of James Kerr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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