John L. Kirstein
Professional summary
John Lewis Kirstein, who also goes by John L Kirstein, is a registered financial advisor currently at WORCHESTERSHIRE FINANCIAL located in Bartlettt, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Lewis Kirstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2011 - Present
WORCHESTERSHIRE FINANCIAL
September 22, 2010 - December 31, 2010
WORCHESTERSHIRE FINANCIAL
August 14, 2009 - October 1, 2010
PARAGON WEALTH STRATEGIES, LLC.
June 17, 2005 - June 30, 2009
ALLSTATE FINANCIAL SERVICES, LLC
June 25, 1998 - June 27, 2005
FIRST COMMAND BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2011)
Exams
Current Firm
WORCHESTERSHIRE FINANCIAL
CRD#: 154986 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 4,800,000 |
Red Flags
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