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We are a Registered Investment Advisor (RIA) with over 25 years of experience in the industry. We have the resources and knowledge to assist you in realizing your financial future.
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Benefit from personalized financial strategies tailored to your unique needs and goals.
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With a wide range of services we can meet your specific needs.
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Trusted Platforms & Technology
Kerr Financial Group can work with most Wall Street platforms. Our strongest relationships are with LaSalle Street Securities and National Financial Services.
LaSalle Street Securities is a financial firm that services independent advisors with operational support. LaSalle provides back-office duties that include account documentation, trading information and assistance, technology support, marketing guidance, compliance requirements, and customer support. LaSalle has been in business for over 50 years.
National Financial Services (NFS) provides custodial services, trade execution and settlement, holding securities, regulatory guidance, tax reporting, and client platform. NFS is a division of Fidelity Investments. Client accounts and assets are covered by SIPC (Securities Investor Protection Corporation). In addition to this SIPC coverage, National provides protection up to $1 billion for client accounts.
LaSalle and NFS (Fidelity) combine to provide one of the most secure platforms with the industry’s leading technology. They regularly introduce new products and technological enhancements.
