Joshua Kirkpatrick, financial advisor Haddonfield NJ

Joshua Kirkpatrick

CRD Number: 6789298
Current Firm: Lincoln Financial Advisors Corporation

Joshua Kirkpatrick (CRD# 6789298) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Haddonfield, NJ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Mclaughlin Asset Management Haddonfield, NJ Jun 2017 - Current 3
Ithica College Ithica, NY Aug 2014 - May 2018 3
Insomnia Cookies Ithica, NY Oct 2015 - Jun 2017 1
Camp Canadensis Canadensis, PA Jun 2015 - Oct 2015 < 1
Moorestown Friends School Moorestown, NJ Sep 2007 - Aug 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Joshua D. Kirkpatrick
Phone Number: 800-237-3813
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    26,806
    MILLIONS
  • Total Number of Accounts
    76,852
    ACCOUNTS
  • Average Account Value
    $348,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
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, WY

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