Unclaimed
Erick Kirkman is a financial advisor with over 25 years of experience in the financial services industry. He joined LPL Financial LLC in November 2006 and is currently registered in Missouri and Texas. Erick holds Series 7, 24, and 63 securities licenses and has experience providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Erick is passionate about helping clients achieve their financial goals and believes in building long-term relationships with his clients. He is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
04/05/2013 - Present
LPL Financial LLC (POPLAR BLUFF MO)
MO
09/15/1998 - 11/29/2006
EDWARD JONES (POPLAR BLUFF MO)
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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