Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirby? Claim Your ProfileKirby Charles Brown is a financial advisor with over 20 years of experience in the industry. Currently, Kirby is registered with LPL Financial LLC. Kirby has previously worked for Northwestern Mutual Investment Services, LLC and Waddell & Reed, Inc. Kirby holds Series 6, 63 and 65 licenses, and is also a registered Investment Advisor in Washington. Kirby specializes in providing financial advice to individuals and businesses, including financial planning, portfolio management, pension consulting and educational seminars.
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
WA
01/02/2014 - Present
LPL Financial LLC (PULLMAN WA)
WA
12/19/2003 - 05/05/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PULLMAN WA)
KS
06/30/2003 - 12/08/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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