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Robert Dylan Kirk

Captrust

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About Robert Dylan Kirk

Robert Dylan Kirk is a Registered Representative and Investment Advisor Representative with Captrust. Robert Dylan Kirk has been in the financial services industry for over 3 years. Robert Dylan Kirk has passed the Series 66, Series 7, and SIE exams. Robert Dylan Kirk has been registered in North Carolina since May 4, 2021. Robert Dylan Kirk was previously registered with TD Ameritrade, Inc.. Robert Dylan Kirk has experience in providing financial planning services, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Robert Kirk is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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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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.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Kirk’s Registration & Firm History

NC

05/04/2021 - Present

Captrust (RALEIGH NC)

NE

08/12/2020 - 01/26/2021

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 09/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Dylan Kirk.
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