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Julian Patrick Kirk

THIRD SECURITY, LLC·RADFORD, Virginia
Clean recordTHIRD SECURITY, LLC
THE GOVERNOR TYLER, RADFORD, VA 24141CRD# 4709575Firm CRD# 160690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julian Patrick Kirk · RADFORD, VA
Registration
CRD #4709575 · THIRD SECURITY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julian Patrick Kirk is a registered financial advisor based in RADFORD, Virginia, affiliated with THIRD SECURITY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
THIRD SECURITY, LLC
THIRD SECURITY, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at THIRD SECURITY, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Performance-based fees
Other: MANAGEMENT FEES BASED UPON COMMITMENTS AND NET INVESTED CAPITAL
Regulatory
SEC/IARD CRD# 4709575
Firm CRD# 160690
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julian Patrick Kirk offer?
Julian Patrick Kirk specializes in Investment Management, Retirement Planning. Contact their office in RADFORD, Virginia for a consultation.
What are Julian Patrick Kirk's credentials?
Julian Patrick Kirk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julian Patrick Kirk located?
Julian Patrick Kirk is based in RADFORD, Virginia, working with THIRD SECURITY, LLC. Their office serves clients in the RADFORD metropolitan area and surrounding communities.
How does Julian Patrick Kirk charge for services?
Julian Patrick Kirk's firm is compensated through performance-based fees, other: management fees based upon commitments and net invested capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THIRD SECURITY, LLC?
THIRD SECURITY, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THIRD SECURITY, LLC

Marcus Elbert Smith
RADFORD, VA
Doit Leon Koppler
RADFORD, VA
Jason Horton Gabriel
RADFORD, VA
Jeffrey Thomas Perez
RADFORD, VA
Lisa M Moose
RADFORD, VA
Scott Horner
RADFORD, VA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
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City Guides
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Research
Advisor Fees in VirginiaNational Fee Analysis
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