Phillip Michael thomas Kirk
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCMay 2023 to now
- Hood and Associates, Cpa's, P.C.Jun 2022 to now
- Frontier Integrity SolutionsAug 2018 to Jun 2022
- Tulsa Inspection ResourcesJun 2018 to Aug 2018
- Hood and Associates, Cpa's, P.C.Jan 2018 to Jun 2018
- Tulsa Inspection ResourcesSep 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OK).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6134537
- Firm CRD
- 6413