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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Robin Herbert is a financial advisor with Investment Distributors, Inc. based in Covington, KY. Robin has been in the financial industry since January 9, 2015. Robin holds the Series 63, Series 6 and SIE licenses. Robin has been registered with the firm since January 3, 2022.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Robin Lynn Ross is a registered representative with Fidelity Brokerage Services LLC. Robin has been in the securities industry since February 2023. Robin has a Series 7TO, Series 63 and SIE license. Robin is licensed to sell securities in 53 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James & Associates, Inc.

location

LOUISVILLE, KY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Robyn Caleen Little is a financial advisor with over 20 years of experience in the financial services industry. Robyn is currently registered with Raymond James & Associates, Inc. and is located in Louisville, Kentucky. Robyn has held previous roles at Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Morgan Keegan & Company, Inc., and Great American Advisors, Inc. Robyn is also licensed in Indiana and Kentucky. Robyn specializes in providing financial advice to individuals, businesses, insurance companies, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Edward Jones | CFP ® (Certifications)

location

LONDON, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Robyn Armstrong is a financial advisor affiliated with Edward Jones. Robyn has been in the financial industry since February 2018. Robyn has her Series 66, Series 7 and SIE securities licenses. She has experience providing financial planning and portfolio management services to individuals and businesses. Robyn is a Certified Financial Planner.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

Owensboro, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Robynn Clark is a financial advisor who has been in the industry since 2015. Robynn is currently registered with Edward Jones. Robynn has a Series 66 license, as well as the SIE and Series 7 licenses. Robynn holds a Certified Financial Planner designation. In addition to her current position at Edward Jones, Robynn has also worked at Fifth Third Bank. Robynn is registered with the state of Kentucky as a broker-dealer and investment advisor representative. Robynn serves clients in Alabama, California, Colorado, Florida, Georgia, Hawaii, Indiana, Kentucky, Louisiana, Missouri, Ohio, Oregon, Pennsylvania, Tennessee, Texas.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Lexington, KY

experience

52 Years Experience

0 Disclosures

ADVISOR BIO

Roddy Dane Scott is an investment advisor representative with Robert W. Baird & Co. Inc. Roddy has been in the industry since 1973. Roddy is registered with FINRA and the state of Kentucky. Roddy also holds the Series 63, Series 65, and Series 7 securities licenses. Roddy specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Roddy's previous experience includes positions at J.J.B. HILLIARD, W.L. LYONS, LLC and IDS LIFE INSURANCE COMPANY.

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

Retirement Planning Solutions, LLC

location

LOUISVILLE, KY

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Charles Brooks is an investment advisor representative with Retirement Planning Solutions, LLC in LOUISVILLE, Kentucky. Rodney has been in the financial industry for over 29 years and has a strong track record of providing investment advice to individuals, families, and charitable organizations. Rodney is dedicated to helping clients achieve their financial goals and has a particular expertise in retirement planning. Rodney is registered to provide investment advice in several states, including Kentucky, Indiana, Ohio, Florida, Georgia, Tennessee, Minnesota, and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Craig Jones is a financial advisor with over 24 years of experience in the industry. Rodney is currently registered with Investment Distributors, Inc. Rodney has previously worked with Concourse Financial Group Securities, Inc., Great American Advisors, Inc., Touchstone Securities, Inc., Liberty Life Securities LLC, and Liberty Securities Corporation. Rodney is licensed in Kentucky and Maryland and holds Series 6 and Series 63 licenses as well as the SIE exam.

SPECIALIZATIONS

No specializations listed.

Unclaimed

First Kentucky Securities Corp.

location

LEXINGTON, KY

experience

50 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Earl Knox is a financial advisor with First Kentucky Securities Corp. Rodney has been in the financial industry since March 8, 1975. Rodney has a wide range of experience in the industry, having worked with various firms including Rothschild Investment Corporation, Commerce Brokerage Services, Inc., and Wells Fargo Brokerage Services, L.L.C., to name a few. Rodney is registered in Missouri and holds multiple FINRA licenses, including Series 7TO, 52TO, 53 and 24. Rodney offers various services such as financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Rodney Earl Driscoll is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Rodney has been in the industry since October 2020, working as an investment advisor representative. He is registered with the state of Kentucky and Ohio and is licensed to sell securities in Kentucky and Ohio. Rodney earned his Series 7TO, SIE, and Series 66 licenses. Rodney has experience in providing financial planning and portfolio management for individuals and businesses. In addition to his work at Fidelity, Rodney is also a member of the Endowment Committee at Anderson Hills United Methodist Church. Rodney has a wide range of experience in the financial services industry and is committed to providing his clients with personalized advice and guidance.

SPECIALIZATIONS

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

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