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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Biechele Royce Advisors, Inc. | PFS ® (Certifications)

location

Crestview Hills, KY

0 Disclosures

ADVISOR BIO

Andrew Bertke is an Investment Advisor Representative with Biechele Royce Advisors, Inc. and Barnes Dennig Private Wealth Management, LLC. Andrew Bertke is licensed in Kentucky, Ohio, and Indiana. Andrew Bertke is a Personal Financial Specialist. Andrew Bertke has been in the industry since January 2014. Andrew Bertke is also a Partner of a CPA firm, Barnes Dennig & Co. Andrew Bertke specializes in Portfolio Management for Individuals and Financial Planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Christian Mills is a financial advisor registered with Fidelity Personal And Workplace Advisors. Andrew is licensed to provide financial and investment advice in Kentucky, Ohio, and Texas. Andrew has been in the financial industry since September 2022.

SPECIALIZATIONS

Financial Planning 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

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Elliott is a registered representative with Fidelity Personal And Workplace Advisors in Covington, Kentucky. Andrew has been in the financial services industry since August 2019. Andrew has a Series 66, a Series 7TO and a SIE license. Andrew is licensed in all 50 states. Andrew specializes in providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

DANVILLE, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Bond is a financial advisor who has been in the industry since 2023. Andrew Bond is registered in California, Florida, Kentucky and West Virginia. Andrew Bond's firm is J.P. Morgan Securities LLC. Andrew Bond has experience with corporations or other businesses, individuals other than high-net-worth, charitable organizations and insurance companies.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOUISVILLE, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Goodale is a registered representative with J.p. Morgan Securities LLC in the Louisville, KY area. Andrew has been working in the securities industry since 2021. Andrew holds the Series 6, 63 and SIE licenses. Andrew’s specialties include financial planning, pension consulting, and selection of other advisers.

SPECIALIZATIONS

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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Grillet is a financial professional registered with Fidelity Brokerage Services LLC. Andrew is licensed to provide securities services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Andrew has passed the Series 7TO, Series 63 and SIE exams. Andrew’s current office location is at 100 Howe Drive, Covington, KY 41015.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Royalty is a financial professional with Fidelity Brokerage Services LLC. Andrew has been in the securities industry since May 21, 2018. Andrew holds the Series 4, Series 7, Series 9, Series 10, and Series 63 licenses. Andrew has over 50 years of experience in the industry.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Alphamark Advisors, LLC

location

FT. WRIGHT, KY

0 Disclosures

ADVISOR BIO

Andrew Becker is an Investment Advisor Representative at Alphamark Advisors, LLC, a firm located in FT. WRIGHT, KY. Andrew has been in the securities industry for over 10 years and has a strong track record of success. Andrew is committed to providing his clients with personalized financial advice and helping them reach their financial goals. Andrew has a diverse client base and is registered with the following states: Florida, Indiana, Kentucky and Ohio. Andrew is also licensed to sell insurance.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Harrodsburg, KY

0 Disclosures

ADVISOR BIO

Andrew Geary is an Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., based in Harrodsburg, KY. Andrew has been in the industry since at least February 2023. Andrew has a Series 65 license. Andrew is also licensed to provide investment advice in Kentucky. Andrew's previous experience includes roles with McCauley Brothers (an Alltech company)(Ridley USA Inc.), Alltech, ADM Animal Nutrition, Nebraska ILS Feeders, University of Nebraska, MCT Services LLC, and University of Kentucky.

SPECIALIZATIONS

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

Assuredpartners Investment Advisors

location

Lexington, KY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Buchanan is a financial advisor in Lexington, Kentucky with over 8 years of experience in the financial services industry. Andrew is currently registered with AssuredPartners Investment Advisors as a Registered Representative. Prior to this, Andrew was with Kestra Investment Services, LLC in Lexington, KY. Andrew has a Series 66 and a Series 7 license. Andrew is also licensed to provide investment advice in Kentucky. Andrew's firm has a total of 139 clients and manages approximately $179 million in assets. AssuredPartners Investment Advisors provides financial planning, portfolio management, and educational seminars to individuals and businesses.

SPECIALIZATIONS

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