John Kirkpatrick, Cima® Email & Phone Number

As an Investment Research Associate, John researches investment products for potential inclusion in retirement plans and individual wealth management accounts. He performs investment due diligence and also assists the advisor with the construction and analysis of client portfolios. Relationship managers benefit from John’s experience in plan review and plan conversion.Prior to joining HB Retirement in 2014, John worked for BNY Mellon and PNC Financial Services Group. His series 7 and 63 registrations are held at LPL Financial, and he is also licensed in the state of Pennsylvania for life, accident and health insurance. John is a graduate of John Carroll University with a B.S. in Finance. John has earned the Certified Investment Management Analyst® (CIMA®) certification, which is delivered by Investment Management Consultants Association® (IMCA®). He also attained the Accredited Investment Fiduciary (AIF®) designation awarded from The Center for Fiduciary Studies.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section.Investment advisory services offered through HB Retirement, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.