Kirk Anderson

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

• 12/2012 → 07/2021
  Fidelity Investments
  Boston, MA
• 07/2018 → 07/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2021 → 01/2023
  Unemployed
  Hingham, MA
• 02/2023 → Present
  Lpl Financial
  Newton, MA

Previous Registrations

• 2018-07-13 → 2021-07-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-01-22 → 2018-07-13
  Strategic Advisers Llc
  Braintree, MA
  Hingham, MA
• 2009-01-14 → 2012-12-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
  Hingham, MA

Other Businesses

1- 2/6/2023 / Salem Five Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) - Start Date - 01/2023 2- 05/29/2024 - Salem Five Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/22/2024 - 160 Hours Per Month/ 6 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-01-09
• S63 Uniform Securities Agent State Law Examination
  1993-02-02

Designations

• Certified Financial Planner

Other Names

• Kirk Donald Anderson
• Kirk D Anderson