Samuel Mccurdy Kirkpatrick
Investment adviser representative at Mayfair Advisory Group, LLC
26 yearsExperience
1 stateRegistered in
$806.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Mayfair Advisory Group, LLCSep 2019 to now
- Bhk Investment AdvisorsJun 2000 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (AL).
Mayfair Advisory Group, LLC
$806.4MAssets managed
395Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4356016
- Firm CRD
- 304668