Clifton Kirksey
Clifton Kirksey is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 38 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
111 W Jackson Blvd, Suite 1700, Suite B201, Chicago, IL, 60604
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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 ActivitiesSells Insurance
Clifton co-owns real estate rental properties, dedicating minimal time to this activity. He is also an insurance agent selling life, health, disability, long-term care, and fixed annuities, spending a few hours per week. Clifton also operates CKirksey Associates, LLC as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Gs2 Securities, INC.Broker
B.C. Christopher Securities CO.Broker
State Registrations12 states
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