Rodney Kirkner, financial advisor West Chester PA
72 score

Rodney Kirkner

CRD Number: 867314
Current Firm: Lincoln Financial Advisors Corporation

Rodney Kirkner (CRD# 867314) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in West Chester, PA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Harleysville, PA May 2013 - Current 3
Rodney Kirkner Harleysville, PA Nov 1997 - Current 19
Coordinated Capital Securities, Inc. Madison, WI Jan 2010 - May 2013 3
Securities Service Network, Inc. Warrington, PA Mar 2006 - Apr 2009 3
Ssn Advisory, Inc. Warrington, PA Mar 2006 - Apr 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
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
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Rodney Kirkner
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VT, WA, WI, WV

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BADGES
72

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