Ron Kirkpatrick, financial advisor Lynnwood WA

Ron Kirkpatrick

CRD Number: 4090449
Current Firm: Kestra Advisory Services, LLC

Ron Kirkpatrick (CRD# 4090449) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lynnwood, WA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Lynnwood, WA Apr 2016 - Current 7
Kestra Investment Services, LLC Lynnwood, WA May 2007 - Current 16
Liberty Groups Lynnwood, WA Aug 2002 - Current 21
Nfp Securities Inc. Lynnwood, WA May 2007 - Apr 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Ron S. Kirkpatrick
Phone Number: 8445537872
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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