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Financial Advisors in Kentucky
5,932 Results
Unclaimed
location

Louisville, KY

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Todd William Twyman is an investment advisor representative with over 28 years of experience in the financial services industry. Todd is currently registered with Morgan Stanley in Louisville, Kentucky. Todd previously worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and UBS PaineWebber Inc. Todd has a broad range of experience in the financial services industry, including investment advice, portfolio management, and financial planning.

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
ASSET ALLOCATION ADVICE
Unclaimed

TKM Financial Services, LLC | CFP ® (Certifications)

location

LOUISVILLE, KY

disclosure

1 Disclosures

ADVISOR BIO

Todd Meador is a financial advisor registered with the state of Kentucky and has 12 years of experience in the industry. Todd has a Certified Financial Planner designation. Todd is currently employed by TKM Financial Services, LLC and also works with Ash Brokerage. Todd has experience in financial planning and portfolio management for individuals. Todd has 94 clients and manages $18,645,194 in assets under management. Todd offers financial planning, educational seminars, and portfolio management for individuals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOUISVILLE, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Todd C. Davidson is an investment advisor representative with J.P. Morgan Securities LLC. Todd has been in the industry since 2016, having worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Todd is registered to provide securities and advisory services in several states including Kentucky, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, and Wisconsin. Todd is licensed to sell insurance.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Todd Wolff is a financial advisor with over 20 years of experience in the financial services industry. Todd is currently registered with Fidelity Personal And Workplace Advisors in Covington, KY and is licensed to provide investment advice in a number of states. Todd has earned a number of professional certifications and designations. Todd has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans.

SPECIALIZATIONS

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

Lincoln Investment

location

Union, KY

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Todd Jeremy Wartman is a financial advisor with over 27 years of experience in the industry. Todd is registered to provide investment advice in Kentucky, Pennsylvania, and several other states. Todd currently works with Lincoln Investment and Capital Analysts. Todd has held prior positions with Capital Analysts, Incorporated, Fifth Third Securities, Inc., Carillon Investments, Inc., and Fidelity Brokerage Services, Inc.

SPECIALIZATIONS

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

Tiaa-Cref Individual & Institutional Services, LLC

location

LOUISVILLE, KY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Todd Anthony Lowery is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Todd is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Todd has earned the Series 6, 7, 24, 63, 65, and SIE licenses. Todd’s specializations include Retirement Planning, College Savings, and Estate Planning.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LOUISVILLE, KY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Todd G. Fannin is an investment advisor representative with J.p. Morgan Securities LLC. Todd began his career in the financial services industry in 2008. Todd has passed the Series 7 and Series 66 exams. Todd is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Todd is also registered with the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Todd Beesten is a financial advisor registered with Fidelity Brokerage Services LLC. Todd has over 20 years of experience in the financial industry. Todd has a wide range of experience in financial services, including investment company products/variable contracts, securities, and options. Todd is registered to offer securities in 52 states and the District of Columbia. Prior to joining Fidelity Brokerage Services LLC, Todd worked at FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC..

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Todd Sowders is a securities professional with over 10 years of experience in the financial services industry. Todd is currently registered with Fidelity Brokerage Services LLC as a General Securities Representative and has passed several industry exams including the Series 7, Series 9, Series 10, and SIE exams. Todd has been registered with the state of Kentucky since 2011 and is currently registered in 53 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

SHELBYVILLE, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Tom Thornhill is a financial advisor at LPL Financial LLC in Shelbyville, KY. Tom has been a financial advisor since December 2015. Tom holds the Series 7 and Series 66 licenses. Tom also holds the SIE exam. Prior to joining LPL Financial LLC, Tom worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and J.P. MORGAN SECURITIES LLC. Tom is registered to provide investment advice in Indiana, Kentucky, Missouri, North Carolina, South Carolina and Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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