John Kirwan, financial advisor Scottsdale AZ
93 score

John Kirwan

CRD Number: 1313695
Current Firm: United Planners' Financial Services Of America A Limited Partner

John Kirwan (CRD# 1313695) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Carolina Motorsports Mgt. LLC Matthews, NC Dec 2012 - Current 4
United Planners' Financial Services Scottsdale, AZ Nov 2008 - Current 8
Carolina Sports Officials Matthews, NC Sep 2008 - Current 8
Carolina Financial Partners Matthews, NC Mar 1995 - Current 21
Royal Alliance Associates, Inc. Matthews, NC Mar 1995 - Nov 2008 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Jun 1996
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for John R. Kirwan
Phone Number: 480-991-0225
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, 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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