David Kirk
David Kirk is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
409 South Pasadena Avenue, St. Petersburg, FL, 33707
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2011Other Business Activities
David is the owner of Kirk Wealth Group and Kirk Wealth Management LLC, spending minimal time on each. He also uses Kirk Wealth Management LLC for business purposes, dedicating about half his time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Fidelity Brokerage Services LLCBroker
State Registrations28 states
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