Kirk Schlenke is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kirk operates under the DBA Integrated Financial Group, LLC for his LPL business. He also provides administrative support to IFG Advisory, LLC, an independent investment advisor firm, dedicating full-time hours to this activity. Kirk also holds a Real Estate Brokers License in the State of Georgia, but spends no time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Ifg Advisory, LLC
Previous Registrations
Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.