Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bunting is an investment advisor representative at Joule Financial, LLC. Robert has been in the financial services industry since 2009 and has worked at several firms including EMB Mortgage Group, Bluestone Title, and Jackson Kelly. Robert holds a Series 65 license and is registered with the state of Kentucky. Robert specializes in financial planning, pension consulting and portfolio management for both individuals and businesses. Joule Financial, LLC is a financial advisory firm located in Lexington, Kentucky. The firm provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KY
01/21/2025 - Present
Joule Financial, LLC (LEXINGTON KY)
Active
Inactive
Not sure Robert Bunting is the right advisor for you? Invested Better is here to help.
