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James Michael Birks

BIRKS FINANCIAL CORP.·HERNDON, Virginia
Series 6, Series 7, Series 63, Series 65Clean record29 years registeredBIRKS FINANCIAL CORP.
431-A CARLISLE DRIVE, HERNDON, VA 20170CRD# 2216533Firm CRD# 118623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Birks · HERNDON, VA
Registration
CRD #2216533 · BIRKS FINANCIAL CORP. · 29 years registered
Brand Profile
Not yet started
01

Career History

BIRKS FINANCIAL CORP.
Sep 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · September 24, 1996
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIRKS FINANCIAL CORP.
CRD 118623 · SEC 801-114987
AUM
$197M
Regulatory assets under management
Employees
3
447 client accounts
Services offered by BIRKS FINANCIAL CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BIRKS FINANCIAL CORP. →
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05

Frequently Asked Questions

What services does James Michael Birks offer?
James Michael Birks specializes in Financial Planning, Investment Management. Contact their office in HERNDON, Virginia for a consultation.
What are James Michael Birks's credentials?
James Michael Birks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Birks located?
James Michael Birks is based in HERNDON, Virginia, working with BIRKS FINANCIAL CORP.. Their office serves clients in the HERNDON metropolitan area and surrounding communities.
How does James Michael Birks charge for services?
James Michael Birks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRKS FINANCIAL CORP.?
BIRKS FINANCIAL CORP. has approximately 3 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BIRKS FINANCIAL CORP.

James Douglas Birks
HERNDON, VA

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