linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Luann Driscoll

Research & Portfolio Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Luann? Claim Your Profile

About Luann Driscoll

Luann Driscoll is a Registered Investment Advisor with Research & Portfolio Management in Crescent Springs, KY. Luann has been in the industry since 1997. Luann also worked for American Equity Investment Corporation and Cantella & Co., Inc. before joining Research & Portfolio Management. Luann is licensed in Kentucky and Ohio. Luann has Series 7, Series 63, and Series 65 licenses and holds the SIE designation. Luann specializes in working with individual investors.

Firm Information

Luann Driscoll is currently registered with Research & Portfolio Management. Research & Portfolio Management is an investment advisor registered with the SEC and located in CRESCENT SPRINGS, KY. The firm has 2 licensed agents, 3 investment advisor representatives, and $115,097,671 in regulatory assets under management. They provide portfolio management for individuals. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth. They have a website at http://www.RPMadvisory.com and are active on LinkedIn and Facebook.
Research & Portfolio Management

634 BUTTERMILK PIKE

CRESCENT SPRINGS, KY 41017-1302

$115.10M

Assets Under Management

Not reported

Total Clients

3

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.

check

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.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Luann Driscoll’s Registration & Firm History

KY

11/21/2011 - Present

Research & Portfolio Management (CRESCENT SPRINGS KY)

IN

11/18/2013 - 09/04/2019

AMERICAN EQUITY INVESTMENT CORPORATION (NEW ALBANY IN)

KY

04/17/2009 - 11/25/2011

CANTELLA & CO., INC. (CRESCENT SPRINGS KY)

KY

10/03/1997 - 04/22/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (CRESCENT SPRINGS KY)

NJ

07/29/1997 - 10/14/1997

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

Not sure if Luann Driscoll is right for you?

Licenses & Designations

IA

Issued 12/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luann Driscoll.
Not sure if Luann Driscoll is right for you?