Vicki Kirkpatrick (CRD# 1604155) is an Investment Advisor Representative working at Lpl Financial LLC in Easton, PA and has over 7 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Easton, PA | Feb 2024 - Current | < 1 |
Fidelity Deposit & Discount Bank | Easton, PA | Feb 2024 - Current | < 1 |
Key Investment Services LLC | Plymouth Meeting, PA | May 2020 - Feb 2024 | 3 |
Keybank | Walnutport & Lehighton, PA | Sep 2016 - Feb 2024 | 7 |
Key Investment Services LLC | Plymouth Meeting, PA | Sep 2016 - May 2020 | 3 |
Lpl Financial | Walnutport, PA | Jul 2016 - Sep 2016 | < 1 |
First Niagara Bank | Walnutport, PA | Nov 2011 - Sep 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2016 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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