Rodney Kirkner
Rodney Kirkner is a registered investment advisor at LPL Financial LLC, based in Marion, NC, with 45 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
Marion, NC
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 ActivitiesSells Insurance
Rodney is involved in non-variable insurance sales as an agent since March 2025. This activity takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Coordinated Capital Securities, INC.Broker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Coordinated Capital Securities, INC.Broker
Irg Securities, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations5 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.