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Samuel Mccurdy Kirkpatrick

Mayfair Advisory Group, LLC

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About Samuel Mccurdy Kirkpatrick

Samuel Kirkpatrick is an investment advisor representative with Mayfair Advisory Group, LLC in Birmingham, Alabama. Samuel Kirkpatrick has been in the industry since 2001. Samuel Kirkpatrick is registered with the state of Alabama. Samuel Kirkpatrick specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses.

Firm Information

Samuel Kirkpatrick is currently registered with Mayfair Advisory Group, LLC. Mayfair Advisory Group, LLC is an investment advisor located in BIRMINGHAM, AL. The firm has 3 investment advisor representatives. Mayfair Advisory Group, LLC provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has regulatory assets under management of $604,425,829, and the firm's regulatory assets under management for discretionary accounts are $456,982,199. Mayfair Advisory Group, LLC manages assets for high-net-worth individuals, individuals other than high-net-worth individuals, and charitable organizations.
Mayfair Advisory Group, LLC

110 OFFICE PARK DRIVE

BIRMINGHAM, AL 35223

$604.43M

Assets Under Management

Not reported

Total Clients

3

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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Samuel Kirkpatrick’s Registration & Firm History

AL

09/05/2019 - Present

Mayfair Advisory Group, LLC (Birmingham AL)

AL

09/01/2006 - 09/06/2019

BHK SECURITIES, LLC (BIRMINGHAM AL)

AL

04/23/2001 - 08/31/2006

WACHOVIA SECURITIES, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 07/30/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Mccurdy Kirkpatrick.
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