Unclaimed
Garry Kirkland is a financial advisor registered with Western Wealth Management LLC. Garry has been in the securities industry since 1987 and has experience working at several firms including Woodbury Financial Services, Inc. and Cadaret, Grant & Co., Inc.. Garry holds licenses Series 6, 7, 63, 65, and 66 and is currently registered as an Investment Advisor Representative in Colorado and Texas. Garry is committed to providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. Western Wealth Management LLC offers investment advisory services and financial planning to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/10/2017 - Present
Western Wealth Management LLC (Greenwood Village CO)
CO
01/11/2006 - 04/01/2009
WOODBURY FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
01/24/2000 - 12/31/2005
CADARET, GRANT & CO., INC. (LUBBOCK TX)
NY
06/12/1987 - 03/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/12/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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