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Eric M Felty

Equity Advisors OF Kentucky Inc.

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About Eric M Felty

Eric Felty is a financial advisor with Equity Advisors Of Kentucky Inc. Eric has been in the industry since 2013. Eric has a Series 6, 7, and 66 license, and is a Certified Financial Planner. Eric's main office is located in Lexington, Kentucky.

Firm Information

Eric Felty is currently registered with Equity Advisors OF Kentucky Inc.. Equity Advisors OF Kentucky Inc. is an investment advisor registered with the SEC and located in Lexington, Kentucky. The firm manages approximately $115,869,392 in assets for 621 clients. Equity Advisors OF Kentucky Inc. offers financial planning, pension consulting, and portfolio management for individuals and businesses.
Equity Advisors OF Kentucky Inc.

2201 REGENCY ROAD

LEXINGTON, KY 40503

$115.87M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Eric Felty’s Registration & Firm History

FL

07/26/2019 - Present

Equity Advisors OF Kentucky Inc. (St Pete Beach FL)

OH

01/11/2017 - 03/09/2017

J.P. MORGAN SECURITIES LLC (WESTERVILLE OH)

OH

01/23/2015 - 04/20/2016

MORGAN STANLEY (COLUMBUS OH)

FL

09/13/2013 - 08/13/2014

NYLIFE SECURITIES LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 01/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/13/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric M Felty.
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