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Paladin Research Report For:

Ross Kirwan

Carnegie Private Wealth

CFP®MBA
6101 Carnegie Blvd, Suite 520
Charlotte, NC 28209
704-733-6897

About Ross Kirwan

We guide our clients through an ongoing process that clarifies their financial goals and encourages the implementation of strategies designed to pursue them. We get to know our clients and their challenges on an intimate level, so we can help them identify areas of potential risk and opportunity. Our goal is to simplify financial decisions, making them easy for clients to understand and approach with confidence. Our clients entrust us to help plan their financial future because were attentive, engaged and experienced.

See Disclosures

General Information

No. of Employees
  • 10-19
CRD#
  • 5364235
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL FINANCIAL LLC
States Licensed in
  • NC
Years of Experience in Financial Services
  • 17
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Individuals

Compliance

Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, MBA
Securities Licenses
  • Series 7, Series 66, Series 63

Firm Information

Firm's Number of Clients
  • 500

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250K+
Compensation Methods
  • Flat Fee, Based on Assets

Education

MBA -

University of Georgia
2009 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC