Ryan KirkpatrickCRD Number: 6936909
Current Firm: Fidelity Personal And Workplace Advisors
Ryan Kirkpatrick (CRD# 6936909) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 4 years of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Ubs Financial Services Inc.
|Fidelity Brokerage Services LLC||Covington, KY||Apr 2018 - Current||4|
|Executive Jet Management||Cincinnati, OH||Jul 2017 - Mar 2018||< 1|
|Cincinnati Reds||Cincinnati, OH||Jun 2014 - Jul 2017||3|
|Minnesota Timberwolves & Lynx||Minneapolis, MN||Aug 2013 - Jun 2014||< 1|
|University Of Louisville||Louisville, KY||Aug 2010 - Aug 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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