Kelly Dirks, financial advisor Longmont CO
90 score

Kelly Dirks

CRD Number: 5885560
Current Firm: Primerica Advisors

Kelly Dirks (CRD# 5885560) is an Investment Advisor Representative working at Primerica Advisors in Longmont, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
City Of Longmont Longmont, CO Feb 2012 - Current 4
Pfs Investments Inc. Longmont, CO Feb 2011 - Current 5
Intrado Longmont, CO Nov 2009 - Current 7
Primerica Financial Services Longmont, CO Sep 2009 - Current 7
Unemployed Longmont, CO Aug 2009 - Nov 2009 < 1
Wall Street On Demand Boulder, CO Aug 2008 - Aug 2009 1
Rainbow Energy Marketing Overland Park, KS Dec 2005 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Kelly Dirks
Phone Number: 800-544-5445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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