Susan D Kerr
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Capital City BankJul 2021 to now
- LPL Financial LLCJul 2021 to now
- World Equity Group, Inc.Dec 2020 to Jul 2021
- Massmutual Life Insurance CoNov 2018 to Dec 2020
- MML Investors Services, LLCNov 2018 to Dec 2020
- World MarketSep 2018 to Jan 2019
- UnemployedMay 2018 to Sep 2018
- Six Pillars Financial AdvisorsMar 2017 to May 2018
- LPL Financial LLCMar 2017 to Mar 2018
- Wells Fargo Clearing Services, LLCJul 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5485075
- Firm CRD
- 6413