Kirbe Williamson
Kirbe Williamson is a registered investment advisor at LPL Financial LLC, based in Sugar Land, TX, with 11 years of industry experience. Kirbe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2245 Texas Dr Ste 170, Sugar Land, TX, 77479
Get directionsHistory
Regulatory History (2)
Criminal
May 2021Criminal
August 2005Other Business Activities
Kirbe works as an Account Manager at AssuredPartners, providing retirement plan consulting services. This role involves daily service, client management, investment review reports, and scheduling meetings, taking up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Assuredpartners Investment Advisors
World Investment Advisors, LLC
Pensionmark Securities, LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors CorporationBroker
Invesco Distributors, 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.
Exams
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