John KirkpatrickCRD Number: 5217694
Current Firm: Aspiriant, LLC
John Kirkpatrick (CRD# 5217694) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 14 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Aspiriant||Mountain View, CA||Feb 2017 - Current||4|
|Stanford Investment Group, Inc.||Mountain View, CA||Aug 2006 - Jan 2017||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management14,513MILLIONS
Total Number of Accounts9,534ACCOUNTS
Average Account Value$1,522,215
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, WA, WI, WY
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