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Thomas L Kirk

CPA WEALTH MANAGEMENT SERVICES PA·MELBOURNE, Florida
Unclaimed Profile
215 BAYTREE DR, MELBOURNE, FL 32940CRD# 1881285Firm CRD# 111044
01

About

Thomas L Kirk is a registered financial advisor based in MELBOURNE, Florida, affiliated with CPA WEALTH MANAGEMENT SERVICES PA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRSTWAVE FINANCIAL, INC.
FIRSTWAVE FINANCIAL
AUM
—
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at FIRSTWAVE FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1881285
Firm CRD# 111044
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas L Kirk offer?
Thomas L Kirk specializes in Financial Planning, Investment Management. Contact their office in MELBOURNE, Florida for a consultation.
What are Thomas L Kirk's credentials?
Thomas L Kirk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas L Kirk located?
Thomas L Kirk is based in MELBOURNE, Florida, working with CPA WEALTH MANAGEMENT SERVICES PA. Their office serves clients in the MELBOURNE metropolitan area and surrounding communities.
How does Thomas L Kirk charge for services?
Thomas L Kirk's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPA WEALTH MANAGEMENT SERVICES PA?
CPA WEALTH MANAGEMENT SERVICES PA has approximately 16 employees. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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