Logan Christopher Kerr
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Apr 2024 to now
- Charles Schwab Bank, SsbApr 2024 to now
- Kestra Advisory Services, LLCJan 2020 to Apr 2024
- Kestra Investment Services, LLCJan 2020 to Apr 2024
- Charles Schwab & Co., Inc.Feb 2018 to Jan 2020
- Socialmatters.aiNov 2017 to Jan 2018
- Tender Hearts Homecare ServicesJul 2017 to Sep 2017
- Lbmz Securities, Inc.Apr 2016 to Jun 2017
- Zacks Investment ManagementDec 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6566499
- Firm CRD
- 5393