Jeffrey
Kirkpatrick
Transitus Wealth Partners LLC
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About this Advisor
Jeffrey Kirkpatrick is a financial advisor operating in Dacula, Georgia with a total of 2 years of relevant experience. Kirkpatrick is currently employed by Transitus Wealth Partners LLC. Throughout their career, Kirkpatrick has worked at Sterne Agee Financial Services, Inc, Transitus Wealth Partners, Hamilton Investment Counsel, LLC, Sterne Agee Investment Advisor Services, Inc and Lpl Financial LLC. Kirkpatrick has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Transitus Wealth Partners LLC is a business operating out of Wilmington, NC. It has a total of six advisors. It oversees $201 million in assets among its 808 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 808 client accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. Transitus Wealth Partners LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by Transitus Wealth Partners LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transitus Wealth Partners LLC Brokerage Details
$200,703,808
6
808
$248,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Jeffrey Kirkpatrick Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Transitus Wealth Partners
Hamilton Investment Counsel, LLC
Sterne Agee Investment Advisor Services, Inc
Lpl Financial LLC
Sterne Agee Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Kirkpatrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transitus Wealth Partners LLC
Wilmington, NC
Dacula, GA
Wilmington, NC
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