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KH

Kirk A. Hahlbeck

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CRD#: 1791931
KH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kirk Alden Hahlbeck, who also goes by Kirk A Hahlbeck, was a registered financial professional .

Kirk is a previously registered financial professional and started their career in finance in 1988. Kirk had worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kirk A Hahlbeck

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 21, 2021 - December 31, 2022

EEH INVESTMENTS, LLC

RIA
CRD#: 310204
FOLSOM, CA
Past

August 26, 2020 - December 31, 2020

EEH INVESTMENTS, LLC

RIA
CRD#: 310204
FOLSOM, CA
Past

February 3, 2017 - April 30, 2019

BALBOA WEALTH PARTNERS, INC.

RIA
CRD#: 282329
NEWPORT BEACH, CA
Past

July 6, 2015 - January 13, 2017

AMERICAN ASSET ADVISORY, LLC

RIA
CRD#: 168444
IRVINE, CA
Past

June 5, 2015 - January 12, 2017

ACCELERATED CAPITAL GROUP

BD
CRD#: 41270
IRVINE, CA
Past

April 16, 2015 - June 1, 2015

NEWPORT COAST SECURITIES, INC.

RIA
CRD#: 16944
IRVINE, CA
Past

February 10, 2015 - April 6, 2015

NEWPORT COAST ASSET MANAGEMENT, INC.

RIA
CRD#: 170311
IRVINE, CA
Past

April 1, 2010 - June 1, 2015

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
IRVINE, CA
Past

July 16, 2007 - April 1, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
IRVINE, CA
Past

December 22, 1997 - June 29, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
IRVINE, CA
Past

January 6, 1995 - June 29, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

January 3, 1990 - December 30, 1994

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

October 4, 1988 - January 20, 1990

ANDERSON, BRYANT & CO.

BD
CRD#: 13185
Past

February 23, 1988 - September 29, 1988

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

January 19, 1988 - February 25, 1988

STONERIDGE SECURITIES, INC.

BD
CRD#: 13855

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/22/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


EI
EEH INVESTMENTS, LLC
EEH INVESTMENTS, LLC

CRD#: 310204 / SEC#:

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Contact information


Main Address
Folsom, CA
Mailing Address
Phone number
(949) 204-9990
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EEH INVESTMENTS, LLC

CRD#: 310204

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