Douglas Kerr has been an investment adviser representative at Investmark Advisory Group since March 2014, and is not listed among the firm’s executive officers or direct owners. Douglas Kerr holds a Master of Management from Kellogg Graduate School of Business, Northwestern University and a BA in economics from St. Lawrence University.
Investmark Advisory Group LLC is a Shelton, CT firm with $930M under management, 690 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Douglas E. Kerr is Senior Wealth Advisor and Principal of Investmark Advisory Group. He develops and implements financial strategies for business owners, corporations and individuals, and has four decades of experience in the financial sector. He has run several large companies, has served on the boards of numerous industry and nonprofit organizations, and is a frequent speaker on financial and economic topics.
Douglas Kerr’s longest registration is the current one, 12 years at Commonwealth Financial Network since 2014. Before joining Investmark Advisory Group in 2014, Douglas Kerr was registered through Lincoln Financial Advisors Corporation.
- – present · 12 yearsGranthan, NH · Adviser representative · Firm CRD 121060
- Commonwealth Financial NetworkAlso current– present · 12 yearsAdviser representative and broker · Firm CRD 8032
- Lincoln Financial Advisors Corporation– · 6 yearsWindsor, CT · Adviser representative · Firm CRD 3978
Professional designations
Listed by Investmark Advisory Group
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Douglas Kerr is registered as an investment adviser representative in 2 states. The first approvals date from March 2014; the most recent is New Hampshire, in September 2015.
- ConnecticutSince 10 March 2014
- New HampshireSince 10 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 3 May 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 April 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 November 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Douglas Elliott Kerr
- CRD
- 1293476
- Firm
- Investmark Advisory Group · CRD 121060
- Office
- Granthan, NH
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- investmark.net
Where does Douglas Kerr work?
Douglas Kerr is an investment adviser representative registered through Investmark Advisory Group LLC since March 2014, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Kerr a financial advisor?
Yes. Douglas Kerr has a current investment-adviser registration in Connecticut and New Hampshire, through Investmark Advisory Group since March 2014.
How many years of experience does Douglas Kerr have?
Douglas Kerr has 23 years in the financial industry, since November 2002, across 3 adviser firms.
What exams has Douglas Kerr passed?
Douglas Kerr has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in November 2005. FINRA credited Douglas Kerr with the SIE, which began in October 2018.
Where did Douglas Kerr work before Investmark Advisory Group?
Before Investmark Advisory Group, Douglas Kerr was registered through Lincoln Financial Advisors Corporation, April 2007 to February 2014.
Where is Douglas Kerr based?
Douglas Kerr’s registered office is in Granthan, NH.
Is Douglas Kerr registered with FINRA?
Yes. Douglas Kerr has a current broker registration, under CRD 1293476.
Source: FINRA BrokerCheck
How can I verify Douglas Kerr’s record?
Search CRD 1293476 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Douglas Kerr’s full registration record.
