Kirk Dietrick (CRD# 5467271) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Peoria, AZ and has over 10 years of experience in the finance industry.
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
107
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
CRD# 3233547
Triad Advisors, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | Jun 2011 - Current | 6 |
| Canon Recruiting Group | Santa Clarita, CA | Aug 2010 - Jun 2011 | < 1 |
| Eldorado Specialty Products | Altadena, CA | Jul 2009 - Jul 2010 | 1 |
| Edward Jones | St. Louis, MO | Dec 2007 - Jun 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- OR
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Total Assets Under Management1,519MILLIONS
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Total Number of Accounts3,680ACCOUNTS
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Average Account Value$412,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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