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Gary James Kirkham

Centerview Partners LLC

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About Gary James Kirkham

Gary Kirkham is a registered representative with Centerview Partners LLC in Menlo Park, California. Gary has been in the financial services industry since 1999. Gary has experience in the Investment Banking sector, working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America Securities, Inc. Gary is a Series 7, Series 10, Series 24, Series 63, and Series 79TO licensed representative and a member of FINRA.

Firm Information

Gary Kirkham is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gary Kirkham’s Registration & Firm History

CA

09/09/2021 - Present

Centerview Partners LLC (Menlo Park CA)

CA

05/10/2019 - 08/10/2021

BOFA SECURITIES, INC. (PALO ALTO CA)

CA

05/07/1999 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)

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Licenses & Designations

BC

Issued 12/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/17/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary James Kirkham.
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