Michael Kirkpatrick, financial advisor Sacramento CA
74 score

Michael Kirkpatrick

CRD Number: 1242631
Current Firm: Sorrento Pacific Financial, LLC

Michael Kirkpatrick (CRD# 1242631) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Sacramento, CA and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sorrento Pacific Financial, LLC San Diego, CA Jul 2016 - Current < 1
Nationwide Investment Services Corporation Columbus, OH Mar 2015 - Apr 2016 1
Nationwide Securities, LLC Columbus, OH May 2015 - Aug 2015 < 1
Nationwide Investment Services Corporation Columbus, OH Mar 2015 - May 2015 < 1
Nationwide Securities, LLC Columbus, OH Apr 2013 - Mar 2015 1
Bank Of The West Sacramento, CA Mar 2010 - Apr 2013 3
Bancwest Investment Services Sacramento, CA Mar 2010 - Apr 2013 3
Law Offices Of Robin Bevier Gold River, CA Jun 2009 - Apr 2010 < 1
Woodbury Financial Services Woodbury, MN Aug 2004 - Mar 2010 5
Hartford Equity Sales Company, Inc. Walnut Creek, CA Jun 2004 - Jun 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael B. Kirkpatrick
Phone Number: 858-805-7900
Firm Website: http://mybd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    67
    MILLIONS
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $163,686
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OK, OR, PA, SC, TN, VA, WI

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BADGES
74

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