Unclaimed
Kirk Cabell Strawn is a financial advisor and has been in the industry for over 30 years. Kirk has a strong background in financial services, having previously worked at Altegris Investments, LLC, Northern Lights Distributors, LLC, MAN Investments Inc., ABN AMRO Securities LLC, Furman Selz Financial Services LLC, ING Barings LLC, and Lehman Brothers Inc. Kirk is currently registered with the state of California as an Investment Advisor Representative. Kirk holds the Series 63, Series 65, Series 7, Series 3, Series 24, and Series 30 licenses. Kirk has a strong commitment to providing high-quality financial advice to clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Kirk is currently affiliated with Alphacore Capital LLC.
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.
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.
Institutional consulting and client servicing
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/26/2024 - Present
Alphacore Capital LLC (LA JOLLA CA)
IL
01/27/2010 - 12/04/2017
ALTEGRIS INVESTMENTS, LLC (CHICAGO IL)
NE
09/09/2010 - 10/05/2010
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
10/15/2001 - 07/14/2009
MAN INVESTMENTS INC. (CHICAGO IL)
NY
11/13/2000 - 05/02/2001
ABN AMRO SECURITIES LLC (NEW YORK NY)
NY
02/08/2000 - 10/27/2000
FURMAN SELZ FINANCIAL SERVICES LLC (NEW YORK NY)
NY
04/26/1996 - 02/08/2000
ING BARINGS LLC (NEW YORK NY)
NY
08/22/1989 - 01/22/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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