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Kimberly Kay Kirk

Kestra Investment Services, LLC

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About Kimberly Kay Kirk

Kimberly Kirk is a financial professional with experience in the industry. Kimberly is currently registered with Kestra Investment Services, LLC and has previously worked at Grove Point Investments, LLC. Kimberly holds a Series 27 and a SIE.

Firm Information

Kimberly Kirk is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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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Kimberly Kirk’s Registration & Firm History

TX

09/22/2023 - Present

Kestra Investment Services, LLC (AUSTIN TX)

MD

09/13/2022 - 03/01/2024

GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 09/13/2022

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Kay Kirk.
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