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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Resurgent Advisors

location

DANVILLE, KY

0 Disclosures

ADVISOR BIO

Rebecca Bowling is an investment advisor representative with Resurgent Advisors. Rebecca has been in the industry since 2002 and has a Series 65 license. Rebecca is registered with the state of Kentucky. Rebecca has experience in a variety of industries, including financial services, architecture, and real estate. Rebecca is a specialist in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Rebecca is committed to providing her clients with personalized financial advice and guidance. Rebecca is a highly experienced and knowledgeable financial advisor, and she is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

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

W&S Brokerage Services, Inc.

location

RUSSELL, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Adkins is a registered representative with W&S Brokerage Services, Inc. Rebecca is registered in Kentucky, Ohio and West Virginia. She is a Series 63, Series 6TO and SIE licensed professional. Rebecca has been in the industry since April 21, 2019. Rebecca specializes in providing financial advice and investment management services to individual clients. Rebecca works out of the Russell, KY office of W&S Brokerage Services, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

State Farm VP Management Corp.

location

Lexington, KY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Jordan has been in the financial services industry since May 20, 1998 and is currently registered with State Farm VP Management Corp. in Lexington, KY. Rebecca holds the Series 6, Series 63, and SIE licenses and has been registered in Kentucky since January 23, 2001.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Wesbanco Securities, Inc.

location

Brandenburg, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Haught is an investment advisor representative with Wesbanco Securities, Inc. Rebecca is a licensed advisor with Wesbanco Securities, Inc. and has experience providing financial services to individuals and high-net-worth clients. Rebecca is registered with FINRA and holds the Series 6TO and SIE licenses. Rebecca specializes in investment advisory services, financial planning, and selection of other advisors. Rebecca is located in Brandenburg, KY, and can be reached through Wesbanco Securities, Inc.

SPECIALIZATIONS

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

W&S Brokerage Services, Inc. | CFC ® (Certifications)

location

FORT WRIGHT, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Newman Reynolds is a financial professional with over 10 years of experience in the industry. Rebecca is currently registered with W&S Brokerage Services, Inc. and holds Series 6, 63 and SIE licenses. Rebecca is also a Chartered Financial Consultant. Prior to joining W&S Brokerage Services, Inc. Rebecca was employed by The O.N. Equity Sales Company and Ohio National Equities, Inc. Rebecca focuses on providing financial advice to individuals, with a particular interest in portfolio management and the selection of other advisors. Rebecca works with both high-net-worth and other individual clients.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Winebrenner Capital Management LLC

location

LOUISVILLE, KY

0 Disclosures

ADVISOR BIO

Rebekah Ellis is an investment advisor representative with Winebrenner Capital Management LLC, based in Louisville, Kentucky. Rebekah joined Winebrenner Capital Management LLC in April 2013 and has over 10 years of experience in the financial services industry. Rebekah is a licensed investment advisor representative in Kentucky. Rebekah is a graduate of the University of Louisville. Rebekah specializes in providing financial advice to individuals and families, and has a particular interest in helping clients plan for retirement and other life events. Rebekah is committed to providing her clients with personalized financial advice that meets their specific needs and goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Louisville, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Reece Stephens is a financial advisor with Edward Jones, providing financial planning and portfolio management services for individuals and businesses. Reece is licensed to provide financial advice in Kentucky and Texas and holds a Series 66, Series 7TO, and SIE license. Reece has been working in the financial industry since July 2023 and previously held roles with Edward Jones, Ben and Penny's Ice Cream, Qdoba, Old National Bank, and was a full-time student at several universities.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

PIKEVILLE, KY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Reed Dennis Potter Jr. is a financial advisor associated with Raymond James Financial Services Advisors, Inc.. Reed has been in the financial services industry since September 2, 1997. Reed is currently registered in 14 states and is licensed to sell securities and provide investment advice in those states. Reed previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc.. Reed specializes in financial planning, investment management and pension consulting.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

LOUISVILLE, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Regina Caudill is a financial advisor with Eagle Strategies LLC. Regina has over 20 years of experience in the financial services industry. Regina holds Series 6, 7, 24, 53, 63, and 66 securities licenses and is registered with the state of Kentucky. Regina specializes in providing financial planning and investment management services to individuals and businesses. Regina has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

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

U.s. Bancorp Investments, Inc.

location

Hodgenville, KY

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Regina Parsley-byrd is a financial advisor who has been in the industry since 1986. Regina has a long history of working with clients, having worked for several different firms throughout her career. Regina is currently registered with U.S. Bancorp Investments, Inc. and holds a variety of licenses and certifications. Regina specializes in a number of areas, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Regina is also an active member of her community, serving on the Edmonson County Tourism Board.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals

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