Olen Kirkpatrick, financial advisor Franklin OH
83 score

Olen Kirkpatrick

CRD Number: 1267250
Current Firm: Money Concepts Advisory Service

Olen Kirkpatrick (CRD# 1267250) is an Investment Advisor Representative working at Money Concepts Advisory Service in Franklin, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Jun 2016 - Current < 1
Sagepoint Financial Franklin, OH Aug 2011 - Apr 2016 4
Next Financial Group Inc. Franklin, OH Apr 2010 - Aug 2011 1
Transamerica Financial Advisors, Inc. Franklin, OH Mar 2004 - Apr 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Olen R. Kirkpatrick
Phone Number: 561-472-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

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

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BADGES
83

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