Frances Kerhulas
Operations ManagerFran Kerhulas joined Switzer Wealth Partners, LLC in May of 2021. She is currently working as Operations Manager. Fran has worked in the securities industry for thirty- eight years, most recently in Asheville, NC with Oppenheimer & Co. Inc. She holds the following licenses: Series 8 (General Securities Sales Supervisor), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Advisor Law), Series 3 (National Commodities Futures) and Series 9 and 10 (General Securities Sales Supervisor).
Fran spends most of her time in compliance by maintaining rules and regulations of the SEC (Securities and Exchange Commission), FINRA (The Financial Industry Regulatory Authority), Raymond James and preparing for audits.
Fran graduated from University of South Carolina Upstate with a B.S. in Economics and Finance.
Fran is married to Sam Kerhulas, and lives in Union, SC. They will have been married twenty years this October. They love spending time at Isle of Palms and having fun with their miniature schnauzer, Capers.
