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Kirk Michael Feret

LPL Financial LLC

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About Kirk Michael Feret

Kirk Michael Feret is a financial advisor with over 20 years of experience in the financial services industry. Kirk is currently registered with LPL Financial LLC in Paramus, NJ, providing a variety of financial services to individuals, families, and businesses. Kirk previously worked with J.P. MORGAN SECURITIES LLC for several years, and has experience with several other firms including Chase Investment Services Corp., HORNOR, TOWNSEND & KENT, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CADARET, GRANT & CO., INC., MML INVESTORS SERVICES, INC., HARRISON SECURITIES, INC., and LADENBURG CAPITAL MANAGEMENT INC. Kirk is licensed to provide financial advice in multiple states, including Maine, New Jersey, New York, and North Carolina. He is also licensed to provide investment advisory services in New Jersey. Kirk is committed to providing his clients with personalized financial advice and strategies designed to help them achieve their financial goals.

Firm Information

Kirk Feret is currently registered with LPL Financial LLC. LPL Financial LLC is a Limited Liability Company formed in 2010 and headquartered in Fort Mill, South Carolina. It provides advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $463 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. LPL Financial is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
LPL Financial LLC

1055 LPL WAY

FORT MILL, SC 29715

$463.48B

Assets Under Management

168,915

Total Clients

21,775

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirk Feret’s Registration & Firm History

NJ

09/09/2015 - Present

LPL Financial LLC (PARAMUS NJ)

NJ

10/01/2012 - 09/23/2015

J.P. MORGAN SECURITIES LLC (PARAMUS NJ)

NJ

02/27/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PARAMUS NJ)

NY

01/23/2008 - 12/10/2008

CHASE INVESTMENT SERVICES CORP. (SPARKILL NY)

NJ

06/05/2007 - 12/12/2007

HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)

NJ

11/16/2004 - 06/06/2007

METLIFE SECURITIES INC. (SHORT HILLS NJ)

NJ

11/16/2004 - 06/06/2007

METROPOLITAN LIFE INSURANCE COMPANY (SHORT HILLS NJ)

NY

02/18/2003 - 11/10/2004

CADARET, GRANT & CO., INC. (SYRACUSE NY)

MA

04/23/2002 - 09/06/2002

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

09/25/2001 - 12/17/2001

HARRISON SECURITIES, INC. (PORT WASHINGTON NY)

NY

06/05/2001 - 10/23/2001

LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)

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Licenses & Designations

IA

Issued 02/02/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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FINRA

Disclosures

There is public disclosure for Kirk Michael Feret. Review regulatory record here.
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