Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald David Kirkpatrick is an investment advisor representative registered with LPL Financial LLC. Kirkpatrick is an active investment advisor representative in Oklahoma. Kirkpatrick has been in the industry since February 2016. Kirkpatrick holds a Series 65 license and is currently pending approval for the IA registration in Oklahoma. Kirkpatrick is also affiliated with LPL Financial LLC and has been with the firm since February 2016. LPL Financial LLC is a large financial firm with over $50 billion in assets under management. The firm provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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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OK
01/01/2025 - Present
LPL Financial LLC (NORMAN OK)
IA
Issued 05/02/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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