Samuel Mccurdy Kirkpatrick

Employer firm

Mayfair Advisory Group, LLC CRD 304668

$806M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2000 → 09/2019
  Bhk Investment Advisors
  Birmingham, AL
• 09/2019 → Present
  Mayfair Advisory Group
  Birmingham, AL

Previous Registrations

• 2008-12-24 → 2019-09-06
  Bhk Securities, Llc
  Birmingham, AL
• 2006-09-06 → 2019-09-06
  Bhk Investment Advisors
  Birmingham, AL
• 2003-08-01 → 2006-08-31
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Homewood, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-30
• S63 Uniform Securities Agent State Law Examination
  2001-05-18

Other Names

• Sam Kirkpatrick
• Samuel Mccurdy Kirkpatrick
• Samuel Mccurdy Kirkpatrick