Kirk Balin
Kirk Balin is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 23 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
9725 3rd Ave NE Ste 201, Seattle, WA, 98115-2060
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Regulatory History (2)
Customer Dispute
July 2023Customer Dispute
September 2018Other Business ActivitiesSells Insurance
Kirk is a registered investment advisor with Householder Group Estate & Retirement Specialists, dedicating most of his time to this role. He also has a business entity for tax purposes, a DBA, rental real estate, and sells non-variable insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gateway Wealth Partners, LLC
Householder Group Estate & Retirement Specialists
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Sagepoint Financial, INC.Broker
Householder Group, Estate & Retirement Specialists
Collier & Associates Financial Group
Sunamerica Securities, INC.Broker
Edward JonesBroker
State Registrations18 states
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.