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Christopher Kirk

18 Years of Experience
Columbia, MD
Sells Insurance

Christopher Kirk is a registered investment advisor at Kirk Investment Advisors LLC, based in Columbia, MD, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

KIA's fee may be waived or negotiated for family members or other individuals totally at KIA's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9520 Berger Road, Suite 212, Columbia, MD, 21046

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is an investment advisor representative and owner of Kirk Financial Group, LLC, which offers insurance products. He also hosts a radio show discussing fixed annuities and other non-securities related topics, dedicating minimal time to it.

Employment History
Current Registrations
Kirk Investment Advisors LLC
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Everest Investment Advisors, INC.
July 2011 - December 2013 · 2 yrs 5 mos
H. Beck, INC.
April 2006 - August 2011 · 5 yrs 4 mos
State Registrations2 states
MDPA
Advisor

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.

Exams
No exam information available for this advisor.
Christopher Kirk - Financial Advisor | TrueAdvisor