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Kirk Andrew Wallace

LUFKIN ADVISORS, LLC·N PALM BEACH, Florida
Clean recordLUFKIN ADVISORS, LLC
378 NORTHLAKE BLVD, N PALM BEACH, FL 33408CRD# 4142939Firm CRD# 163918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kirk Andrew Wallace · N PALM BEACH, FL
Registration
CRD #4142939 · LUFKIN ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kirk Andrew Wallace is a registered financial advisor based in N PALM BEACH, Florida, affiliated with LUFKIN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LUFKIN ADVISORS, LLC
LUFKIN ADVISORS, LLC
AUM
$116M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at LUFKIN ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4142939
Firm CRD# 163918
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kirk Andrew Wallace offer?
Kirk Andrew Wallace specializes in Retirement Planning. Contact their office in N PALM BEACH, Florida for a consultation.
What are Kirk Andrew Wallace's credentials?
Kirk Andrew Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirk Andrew Wallace located?
Kirk Andrew Wallace is based in N PALM BEACH, Florida, working with LUFKIN ADVISORS, LLC. Their office serves clients in the N PALM BEACH metropolitan area and surrounding communities.
How does Kirk Andrew Wallace charge for services?
Kirk Andrew Wallace's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUFKIN ADVISORS, LLC?
LUFKIN ADVISORS, LLC is a registered investment adviser with the SEC, managing $116M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at LUFKIN ADVISORS, LLC

Chauncey Forbush Lufkin
N PALM BEACH, FL
Dan W Lufkin
N PALM BEACH, FL
Marianne Chrencik
N PALM BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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