Bernard Kirkpatrick, financial advisor Richmond VA
93 score

Bernard Kirkpatrick

CRD Number: 1065406
Current Firm: Infinex Investments, Inc.

Bernard Kirkpatrick (CRD# 1065406) is an Investment Advisor Representative working at Infinex Investments, Inc. in Richmond, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Petersburg, VA Jul 2013 - Current 3
Virginia Commonwealth Bank Petersburg, VA May 2013 - Current 3
Unemployed Richmond, VA Jul 2011 - May 2013 1
M&t Securities Richmond, VA May 2009 - Jul 2011 2
Uvest Financial Services Group, Inc. : Charlotte, NC Feb 2008 - Jul 2011 3
M&t Bank Richmond, VA Jan 2008 - Jul 2011 3
Provident Bank Richmond, VA Jan 2008 - Jan 2008 < 1
Charles Schwab & Company, Inc. Richmond, VA Sep 2006 - Jan 2008 1
Anderson & Strudwick Inc. Richmond, VA Nov 2004 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Bernard G. Kirkpatrick
Phone Number: 203-599-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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