Kirk Balin (CRD# 4590715) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Seattle, WA and has over 21 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Seattle, WA | Dec 2013 - Current | 10 |
| Householder Group Estate & Retirement Specialists | Seattle, WA | Dec 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management1,306MILLIONS
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Total Number of Accounts6,706ACCOUNTS
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Average Account Value$194,748
- A percentage of assets under your management
- Hourly charges
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- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Educational seminars/workshops
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