Roxanne Kirk is a registered investment advisor at Kestra Advisory Services, LLC, based in Flagstaff, AZ, with 3 years of industry experience. Roxanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
9500 Offenhauser Dr, Flagstaff, AZ, 86004
Get directionsHistory
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 Activities
Roxanne is an operations manager at Ryleigh Wealth Management, providing investment advisory services. She currently works as an assistant, with plans to become a full producer within six months, dedicating full-time hours to this role.
Employment History
Current Registrations
Kestra Advisory Services, LLC
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
More Advisors
- Elijah DesmondKestra Advisory Services, LLC
- Michael Abeshaus, CFPTci Wealth Advisors, INC.
- Ben Brewster, CFPEdward Jones
- Ross Nicholls, CFPEdward Jones
- Douglas Rader, CFPGeneos Wealth Management, INC.
- Colin Hughes, CFPSowell Management