John Kirstein, financial advisor Cisco TX

John Kirstein

CRD Number: 3071271
Current Firm: Worchestershire Financial

John Kirstein (CRD# 3071271) is an Investment Advisor Representative working at Worchestershire Financial in Cisco, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Worchestershire Financial (154986) Austin, TX Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jul 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John L. Kirstein
Phone Number: 512-786-2444
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $436,364
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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