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Ted Kirkpatrick is Involved in an Investor Dispute

Ted Kirkpatrick (CRD #: 2040572) is facing an investor dispute. This disclosure appears on his BrokerCheck record, accessed on October 4, 2024. Keep reading if you have questions regarding his alleged conduct. 

Investor Allegations

On September 27, 2024, an investor named Ted Kirkpatrick in a complaint. The investor alleged that when they purchased a life insurance policy, they believed it had a long-term care rider. The customer no longer believes they can afford the premiums. 

High Standards of Commercial Honor 

FINRA Rule 2010 holds brokers to high standards of commercial honor and just and equitable principles of trade. Recommending an investment that does not suit an investor’s needs may violate this rule.

Background Information 

Ted Kirkpatrick has passed the following exams: 

  • Series 65 Uniform Investment Adviser Law Examination 
  • Series 63 Uniform Securities Agent State Law Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 

He is a registered broker in 16 states and is a registered investment adviser in Illinois. 

Ted Kirkpatrick has registered with the following firms: 

  • Larson Financial Securities (CRD #: 152517) 
  • Larson Financial Group (CRD #: 140599) 
  • Edward Jones (CRD #: 250) 

Kurta Law Can Help 

If you worked with Ted Kirkpatrick and you have concerns about your investments, do not hesitate to contact us at 877-600-0098 or email info@kurtalawfirm.com for a free consultation. 

For nearly 20 years, Kurta Law has advocated for investors to recover their investment losses from brokers and brokerage firms. Kurta Law is a nationally recognized law firm that exclusively represents investors against brokers and brokerage firms on a contingency basis. This means that the firm only earns a fee if our securities attorneys recover money on your behalf. Do not let securities fraud go unchecked. Start your recovery process today.