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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Cullen Christopher Younger is a financial advisor who has been in the industry since June 2, 2021. Cullen is registered with Fidelity Brokerage Services LLC and is licensed to sell securities in 53 states and jurisdictions. Cullen has passed the Series 7TO, Series 63, and SIE exams. Cullen's current employment is with Fidelity Brokerage Services LLC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Midwestern Securities Trading Company, LLC

location

Princeton, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Cullen Miles Pope is a financial advisor currently registered with Midwestern Securities Trading Company, LLC. Cullen has been in the financial industry since November 23, 2015. Cullen is licensed to provide investment advice in Kentucky.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR 401(K) RETIREMENT PLANS DEFINED IN SECTION 3(38) OF ERISA RULES
Unclaimed

LPL Financial LLC

location

LEXINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Curren Khadey is a registered representative with LPL Financial LLC in Louisville, Kentucky. Curren has been in the industry since July 2023 and has a total of 3 licenses and registrations. Curren is also a registered investment advisor with the state of Kentucky. In addition to their work with LPL Financial LLC, Curren also works with Moneyline Wealth Management. Curren is dedicated to providing clients with comprehensive financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

ADP Broker-Dealer, Inc.

location

LOUISVILLE, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Curt Patrick Daniel is a registered representative with ADP Broker-Dealer, Inc., and has been in the securities industry since 2011. Curt is licensed in 52 states and the District of Columbia. Curt holds the Series 6, Series 63, and SIE licenses. Curt has also been registered with State Farm VP Management Corp. Curt has worked for ADP Broker-Dealer, Inc. since 2018. The firm is registered with FINRA and has been in business since 1958.

SPECIALIZATIONS

No specializations listed.

Unclaimed

State Farm VP Management Corp.

location

Bowling Green, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Curt Gammons is a financial advisor with State Farm VP Management Corp. Curt has been in the financial industry since December 17, 2000. Curt is registered with the state of Kentucky. Curt has a Series 6, Series 26, Series 63, and SIE license. Curt is located in Bowling Green, KY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Coleman is a securities professional with experience in the financial services industry. Curtis is currently registered with Fidelity Brokerage Services LLC. Curtis has passed the Series 7TO, SIE and Series 63 exams. Curtis has been active in the securities industry since November 12, 2023. Curtis is registered in 53 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Robert W. Baird & Co. Inc.

location

Owensboro, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Curtis Alan Hamilton is a financial advisor registered with Robert W. Baird & Co. Inc. in Owensboro, Kentucky. Curtis Alan Hamilton has been in the industry since 2001. Prior to joining Robert W. Baird & Co. Inc., Curtis Alan Hamilton worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, INC. Curtis Alan Hamilton holds Series 7, 63 and SIE securities registrations. Curtis Alan Hamilton offers a variety of services to clients, including financial planning, portfolio management and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Renaissance Investment Management | CFA ® (Certifications)

location

COVINGTON, KY

0 Disclosures

ADVISOR BIO

Curtis John Ludwick is a financial advisor with Renaissance Investment Management. Curtis has been a registered investment advisor since 2017 and holds a Series 6 and Series 63 licenses. Curtis has over 25 years of experience in the financial industry, and holds the Chartered Financial Analyst designation. Curtis specializes in portfolio management for individuals, businesses and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

ADP Broker-Dealer, Inc.

location

LOUISVILLE, KY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Curtis May is a financial advisor with ADP Broker-Dealer, Inc. Curtis has been in the financial industry since 2003 and has held previous positions with EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Curtis holds FINRA Series 6, 26, and 63 licenses, as well as the SIE designation. Curtis is registered to offer securities in 52 states and the District of Columbia.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Todd Asset Management LLC | CFA ® (Certifications)

location

LOUISVILLE, KY

0 Disclosures

ADVISOR BIO

Curtiss Scott is a registered Investment Advisor Representative with Todd Asset Management LLC, based in Louisville, Kentucky. Curtiss has been in the industry since 1990 and has a Series 7 and a Series 65 license. Curtiss specializes in providing investment advisory services, including portfolio management for individuals and businesses, as well as selection of other advisers. Curtiss also provides and updates model portfolios for clients.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT
Publication of Financial Periodicals

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