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Financial Advisors in Kentucky
5,932 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

BOWLING GREEN, KY

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

William Ben Smith is a financial advisor with over 35 years of experience in the financial services industry. William is currently registered with Raymond James Financial Services Advisors, Inc., a firm with a strong reputation for providing comprehensive financial planning and investment management services. Previously, William worked with Morgan Stanley DW Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. William holds licenses to practice in several states and is committed to providing personalized, tailored advice to help clients achieve their financial goals.

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

State Farm Investment Management Corp.

location

Bowling Green, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

William Gregory Coker is an investment advisor representative with State Farm Investment Management Corp. William is registered with the state of Kentucky. William has been in the securities industry since 2022 and has experience working with investment companies. William is registered to provide investment advisory services. William is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Truist Advisory Services, Inc.

location

LEXINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

William Tyler Hamilton is a registered representative of Truist Advisory Services, Inc. with over 10 years of experience in the financial industry. William is based out of the Lexington, KY branch office. William focuses on providing financial planning and portfolio management services to individuals, businesses, and non-profit organizations. William holds the Series 7TO, Series 66 and SIE licenses. William also serves as Board Chair for a local community organization and provides financial education.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed
location

Lexington, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

William A Perrone is a registered representative with Morgan Stanley in Lexington, KY. William has been in the financial services industry for over 1 year. William has a Series 7TO, Series 66 and SIE license. William is registered in 42 states. William specializes in financial planning, portfolio management, pension consulting and educational seminars.

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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

William Welty is a registered representative with Fidelity Brokerage Services LLC. William has been in the securities industry since September 2022. William's primary office is located in Covington, KY. William is licensed to sell securities in 53 states and is also registered with FINRA. William is also a Series 7, Series 63 and SIE exam holder.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

FT WRIGHT, KY

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

William Andrew Groth is a financial advisor with over 20 years of experience in the industry. He is currently registered with PFS Investments Inc. and holds the Series 7 and Series 63 licenses. William has a strong track record of providing comprehensive financial advice to a wide range of clients, including individuals, families, and corporations. He specializes in portfolio management and has a deep understanding of the financial markets. William previously worked for Citigroup Global Markets Inc., L.M. Kohn & Company, and Wells Fargo Advisors, LLC.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Northwestern Mutual Investment Services, LLC

location

OWENSBORO, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

William Laurence Wimber is a registered representative with Northwestern Mutual Investment Services, LLC. William has been in the financial services industry for less than a year. William holds the Series 63, Series 6TO, and SIE licenses. William is registered to sell securities in Indiana, Kentucky, and Pennsylvania.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

OWENSBORO, KY

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Andrew Watson is an investment advisor representative at Ameriprise Financial Services, LLC. William has been in the financial services industry since 1994 and has a wide range of experience. William is registered with the state of Illinois and has been actively working as an investment advisor for over 20 years. William holds the Series 7 and Series 63 licenses and the SIE exam. William is also a Certified Financial Planner. William is committed to providing personalized financial advice to help clients reach their goals.

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

UBS Financial Services Inc.

location

LOUISVILLE, KY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

William Benoit is a financial advisor who has been in the industry since 2006. William is registered in 24 states and holds the Series 66, SIE, and Series 7 licenses. William currently works with UBS Financial Services Inc. where he provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. William has a strong background in the financial services industry and is committed to helping his clients reach their financial goals.

SPECIALIZATIONS

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

Alexander Investment Services Co.

location

LOUISVILLE, KY

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

William Oliver Brooks is a financial advisor who has been in the industry since October 19, 1980. Currently, William is registered with Alexander Investment Services Co. and is licensed in Indiana and Kentucky. William offers portfolio management services for individuals and businesses, and provides financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals

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