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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Lexington, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Savannah Brooke Martin is a registered representative with Raymond James Financial Services Advisors, Inc. in Lexington, Kentucky. Savannah has been in the financial services industry since 2017. Savannah holds a Series 66, Series 7, and SIE license. Savannah also has a previous registration with J.J.B. HILLIARD, W.L. LYONS, LLC.

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

Wellth Advisory Services, LLC

location

Bowling Green, KY

0 Disclosures

ADVISOR BIO

Savannah Waffird is an investment advisor representative with Wellth Advisory Services, LLC. Savannah is registered with the state of Kentucky and has been in the industry since 2021. Savannah has a Series 65 license. Savannah has experience in the financial industry, having worked at Applied Capital LLC in Little Rock, Arkansas and Global Retirement Partners, LLC in San Rafael, California. Savannah specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses 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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Savannah Meadows is a registered representative with Fidelity Brokerage Services LLC. Savannah Meadows has been in the securities industry since November 03, 2022. Savannah Meadows is registered with Financial Industry Regulatory Authority (FINRA) and has passed the following exams: General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE), Uniform Securities Agent State Law Examination (Series 63). Savannah Meadows is registered in 53 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

L.m. Kohn & Co. | CFP ®,CFC ® (Certifications)

location

LOUISVILLE, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Savannah Kay Forleo is a financial professional with over six years of experience in the financial services industry. Savannah is registered as a Registered Representative and an Investment Advisor Representative and has successfully completed the Series 66, Series 7, and SIE exams. Savannah is a Certified Financial Planner and a Chartered Financial Consultant, and she is currently employed by L.m. Kohn & Co. in Cincinnati, Ohio.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

LOUISVILLE, KY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Scot Hutcheson is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since July 6, 1999. Scot is licensed in 53 states and is registered with FINRA and the SEC. Scot specializes in providing financial advice to individuals, businesses and institutions. Scot provides investment management, portfolio management, and advisory services. Scot holds Series 6, 7, 26, 63 and 65 licenses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC

location

HENDERSON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Scott Audas is a financial advisor with Ameriprise Financial Services, LLC. Scott has been in the financial services industry since 2021. Scott is registered with the state of Kentucky as an Investment Advisor Representative and a Registered Representative. Scott also has a Series 63 and Series 65 license. Scott specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, corporations, trusts/estates, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Scott Daniel Smith is a registered representative of Fidelity Personal And Workplace Advisors. Scott has been in the securities industry since 2016 and has a Series 63, 66 and 7 licenses as well as the SIE designation. He is currently registered in 52 states and the District of Columbia for both securities and investment advisory services. Scott is also registered in Kentucky, Ohio and Texas for Investment Advisory services. Scott has experience providing financial planning, portfolio management for individuals and businesses, and educational seminars to clients.

SPECIALIZATIONS

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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Scott Ginther is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with Fidelity Brokerage Services LLC and has held previous positions with the firm. Scott holds the Series 7, Series 63, Series 9, Series 10, Series 66 and SIE licenses. Scott is active in the securities industry and has a proven track record of providing clients with exceptional financial guidance and support.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Allstate Financial Services, LLC

location

Ashland, KY

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Scott Dale Wellman is a financial advisor registered with Allstate Financial Services, LLC. He is also registered in the states of Kentucky, Ohio and West Virginia. Scott has been in the industry since April 27, 1996 and has held several licenses and registrations throughout his career. Scott has a Series 6, 7, 26, 51, and 63 licenses and is a registered principal. He is also a Registered Representative and Investment Advisor Representative in Kentucky, Ohio and West Virginia. He has been employed by Allstate Financial Services, LLC since September 8, 2000.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Oren Davis is an investment advisor representative at Fidelity Personal And Workplace Advisors. Scott has been in the industry for over 10 years. Scott is registered to provide investment advice in Kentucky, Massachusetts, Texas, and Utah. Scott has passed the Series 66, Series 63, Series 9, Series 10, Series 7, and SIE exams.

SPECIALIZATIONS

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

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