Levi Singleton Kirkland Iii
Professional Summary
Levi Singleton Kirkland III, who also goes by Levi Kirkland, was a registered financial advisor. Levi was a previously registered financial professional and started their career in finance 2021 - 2023. Levi had worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Levi Kirkland
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
LINCOLN INTERNATIONAL L.L.C. | LINCOLN PARTNERS L.L.C | LINCOLN INTERNATIONAL LLC
Contact Information
Main Address
110 North Wacker Drive-51st Floor, Chicago, IL 60606Mailing Address
110 North Wacker Drive-51st Floor, Chicago, IL 60606Phone Number
(312) 580-8339Established
Illinois since 03/28/1996Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
LargeFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MONARCH FINCO, LLC | SOLE MEMBER | — |
| BARR, ROBERT BRUCE | MANAGING DIRECTOR | 720560 |
| BROWN, ROBERT TODD | CHIEF EXECUTIVE OFFICER | 3114282 |
| HAQUE, SARAH ANSARI | CHIEF COMPLIANCE OFFICER & DEPUTY GENERAL COUNSEL | 7419726 |
| LAWSON, LAWRENCE JAMES III | MANAGING DIRECTOR, CHAIRMAN | 1081222 |
| MALCHOW, ERIC DENNIS | PRESIDENT | 2499555 |
| NELSON, JULIE ANNE | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS | 7051181 |
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jul 2021About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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