Carol Zirkle, financial advisor Fairfax VA

Carol Zirkle

CRD Number: 6573703
Current Firm: Integrated Wealth Concepts LLC

Carol Zirkle (CRD# 6573703) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fairfax, VA May 2018 - Current 3
Integrated Wealth Concepts LLC Fairfax, VA Aug 2017 - Current 4
My Accountant LLC Herndon & Fairfax, VA Jan 2007 - Current 14
Carol Zirkle Cpa Pllc Herndon & Fairfax, VA Jan 1990 - Current 31
Lincoln Financial Advisors Corporation Fairfax, VA Jun 2016 - Oct 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Carol A. Zirkle
Phone Number: (781) 890-3045
Firm Website: https://www.sjfim.com/
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,005
    MILLIONS
  • Total Number of Accounts
    19,831
    ACCOUNTS
  • Average Account Value
    $252,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NH, NJ, NV, OR, PA, RI, SC, TX, VA, WA, WY

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