Harold James Kirkpatrick
Investment adviser representative at Procyon
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.2BFirm assets
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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
- Pension consulting
Experience
11 years in the industry.
- ProcyonFeb 2024 to now
- Procyon Advisors, LLCJan 2024 to now
- Connectus Wealth AdvisorsAug 2023 to Jan 2024
- Purshe Kaplan Sterling InvestmentsMar 2017 to Jul 2019
- FacetFeb 2017 to May 2023
- M Holdings Securities, Inc.Apr 2015 to Feb 2017
- Pinnacle Financial GroupApr 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 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
- 6413229
- Firm CRD
- 288239