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Financial Advisors in Kentucky
5,932 Results
Unclaimed

J.p. Morgan Securities LLC

location

LOUISVILLE, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Joy Mitro is a registered representative with J.P. Morgan Securities LLC. Danielle has been in the industry since 2015 and is licensed to conduct business in Florida, Kentucky, and Michigan. Danielle specializes in providing financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

National Financial Services LLC

location

COVINGTON, KY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Deja is a financial advisor with over 20 years of experience in the industry. Danielle is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC in Kentucky and Ohio. Danielle has a wide range of experience in the financial services industry. Danielle is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Keystone Financial Group, LLC

location

LEXINGTON, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Marie Gerbracht is a registered investment advisor representative and securities representative with Keystone Financial Group, LLC, a registered investment advisor firm. Danielle started with Keystone Financial Group in August 2023. Prior to that, Danielle was a financial advisor at Morgan Stanley. Danielle has worked in the financial industry since May 2017 and holds the Series 66, Series 7, and SIE licenses. Danielle is a financial planner and portfolio manager and specializes in working with individuals, high-net-worth individuals, corporations and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Danielle Nicole Dugan is a registered representative with Fidelity Brokerage Services LLC. Danielle has been in the industry since November 13, 2016 and is licensed to sell securities in all 50 states. Danielle has a Series 7, Series 9, Series 10, and Series 63 license. Danielle specializes in providing investment advice to individual clients.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Wealth, Inc.

location

MOREHEAD, KY

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Danny Markwell is a financial advisor with over 27 years of experience in the financial services industry. Danny currently works at Osaic Wealth, Inc., where he specializes in providing financial planning, portfolio management, and pension consulting services. Prior to joining Osaic Wealth, Inc., Danny was a registered representative at Woodbury Financial Services, Inc. and Fortis Investors, Inc. He holds Series 6, 63, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Daphne Christine Hedger is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Daphne has been in the securities industry since October 12, 2020. Daphne is licensed in 52 states and the District of Columbia, as well as in Kentucky, Ohio and Texas for Investment Advisor. Daphne is a Series 66, 7TO and SIE exam holder.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

FRANKLIN, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Darian Paige Goss is a registered representative with Edward Jones. Darian has been in the financial services industry since 2023. Darian is licensed in Kentucky and Texas. Darian offers financial planning, portfolio management for businesses and individuals, and pension consulting. Darian is also a registered investment advisor in Kentucky and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Integrated Wealth Concepts LLC

location

Louisville, KY

0 Disclosures

ADVISOR BIO

Darla Carter is a financial advisor in Louisville, Kentucky, registered with Integrated Wealth Concepts LLC. Darla holds Series 6 and SIE licenses and has been in the industry since 2003. In addition to her role at Integrated Wealth Concepts LLC, Darla is also involved in other financial-related activities. Darla has experience working with a variety of clients, including individuals, families, and businesses. She has expertise in financial planning, portfolio management, and other investment-related services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Meridian Wealth Management, LLC | CFP ® (Certifications)

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Darold Brooks is a financial advisor with Meridian Wealth Management, LLC. Darold has been in the industry since 1977. Darold has experience in various financial services areas and offers financial planning, portfolio management, and pension consulting. Darold's firm, Meridian Wealth Management, LLC, specializes in managing assets for high-net-worth individuals, charitable organizations, corporations, and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Daron Van vactor is a financial advisor registered with Robert W. Baird & Co. Inc. in Louisville, Kentucky. Daron has been in the financial services industry since March 2014. Previously, Daron worked at J.J.B. HILLIARD, W.L. LYONS, LLC. Daron specializes in a variety of areas, including investment advisory services for individuals, businesses, investment companies and pooled investment vehicles. Daron also provides financial planning services. Daron holds the Series 7 and Series 66 securities licenses as well as the SIE license. Daron is also a board member and on the investment committee of the Speed Art Museum.

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

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