Kirby C Pettitt

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2020 → 10/2024
  Thebest Claims Solutions
  Phoenix, AZ
• 11/2016 → 12/2019
  Self Employed - Kirby Pettitt
  Scottsdale, AZ
• 06/2013 → 10/2016
  Kirby Pettitt Golf Llc
  Carroll, IA
• 12/2024 → Present
  Lpl Financial, Llc
  Scottsdale, AZ

Other Businesses

1- 02/2025 / The Wealth Caddies / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 02/04/2025 2- 02/2025 / Pvolve / Business Owner 0 / NON INV RLTD / START 11/01/2024 3- 02/2025 / Evolution AZ, LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 02/01/2024 4- 02/2025 / Upstream Investment Partners / DBA for LPL Business / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 02/04/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-09
• S65 Uniform Investment Adviser Law Examination
  2025-01-25

Other Names

• Kirby Christopher Pettitt