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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dowling Kirkpatrick is a financial advisor registered with the state of California and Texas. John currently works for Aspiriant, LLC and has been in the industry since 2006. John holds several licenses and designations, including the Series 65 and Series 66 licenses. John has experience working with individual clients, families, and small businesses. John is dedicated to providing clients with personalized financial advice to meet their individual needs.
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.
Strategic management for diversified investment portfolios.
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.
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CA
03/30/2022 - Present
Aspiriant, LLC (Mountain View CA)
CA
09/26/2006 - 02/02/2016
STANFORD INVESTMENT GROUP, INC. (MOUNTAIN VIEW CA)
IA
Issued 12/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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