Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Dietrick is a financial advisor with over 13 years of experience in the industry. Kirk is currently registered with LPL Enterprise, LLC and is licensed to conduct business in South Carolina and Texas. Prior to joining LPL Enterprise, LLC, Kirk was associated with Charles Schwab & Co., Inc., LPL Financial LLC and M Holdings Securities, Inc. Kirk holds the Series 7, Series 66, Series 24 and Series 53 licenses. Kirk provides a variety of services to individuals and businesses, including financial planning, portfolio management, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/28/2024 - Present
LPL Enterprise, LLC (Argyle TX)
TX
02/02/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
SC
07/23/2021 - 12/13/2021
LPL FINANCIAL LLC (FORT MILL SC)
NJ
07/25/2011 - 09/17/2020
M HOLDINGS SECURITIES, INC. (EAST HANOVER NJ)
OR
02/14/2008 - 06/24/2009
EDWARD JONES (BEAVERTON OR)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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