Invested Better
Financial Advisors in Kentucky
5,932 Results
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

LEXINGTON, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Austin Black is a financial advisor who has been in the industry since 2019. Austin is a registered representative of LPL Financial LLC, and an investment advisor representative of Kelly Capital Group. Austin holds Series 7, 66, and SIE licenses. Austin is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Austin is committed to helping 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

KPP Advisory Services LLC

location

LOUISVILLE, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Austin Jordan Hill is a financial advisor with over 5 years of experience in the industry. Austin is a registered representative of KPP Advisory Services LLC, an independent investment advisor firm. Austin provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Austin has a strong track record of success in helping individuals and families achieve their financial goals.

SPECIALIZATIONS

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

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Autumn Rochelle Webster is a financial professional with over seven years of experience in the securities industry. Autumn is currently registered with Fidelity Brokerage Services LLC and holds the Series 7, 9, 10, and 63 licenses. She is also registered in the states of Kentucky, Massachusetts, Texas, and Utah. Autumn's expertise includes providing investment advice and guidance to individuals and families. She is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Autumn Dreyer is a Registered Representative with Fidelity Brokerage Services LLC. Autumn holds Series 7TO and Series 63 registrations. Autumn has over 200 days of experience in the financial industry. Autumn can provide advice and services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fifth Third Securities, Inc.

location

LOUISVILLE, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Autumn Wood is a registered representative with Fifth Third Securities, Inc. Autumn is a licensed professional in Kentucky and is registered to sell securities in 30 states. Autumn has been in the industry since 2022.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed

THE Gleason Group, Inc. | CFP ® (Certifications)

location

PROSPECT, KY

0 Disclosures

ADVISOR BIO

Ava Nivens is a financial advisor associated with The Gleason Group, Inc., in PROSPECT, KY. Ava has been in the industry since 2011 and has a Series 65 license. Ava offers financial planning and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Avelino Dsouza is a securities professional with experience in the industry. Avelino is registered with Fidelity Brokerage Services LLC and holds the Series 7TO, Series 63 and SIE licenses. Avelino has been in the industry since June 12, 2019.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Avery William Wood is a registered representative of Fidelity Personal And Workplace Advisors in Covington, KY. Avery Wood has been in the financial services industry since May 31, 2023. Avery William Wood is licensed to provide financial services in 52 states. Avery Wood is also a registered investment advisor in Kentucky and Texas. Avery Wood is a licensed securities professional with a Series 7TO, Series 66 and SIE licenses. Avery William Wood offers financial planning, portfolio management for individuals, portfolio management for businesses and educational seminars.

SPECIALIZATIONS

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

Bankers Life Securities, Inc.

location

BOWLING GREEN, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Avery Graham Casey is a financial professional with over 8 years of experience in the industry. Avery has a Series 6 and Series 63 license, and holds the SIE designation. Currently, Avery is registered with Bankers Life Securities, Inc. and is licensed in Florida, Indiana, Kentucky, Ohio and Tennessee. Avery previously worked for PROEQUITIES, INC.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Averyanna Nicole Evans is a Registered Representative with Fidelity Personal AND Workplace Advisors. Averyanna is also a Registered Investment Advisor. Averyanna has been in the financial industry since February 2017. Averyanna is licensed in 53 states and the District of Columbia. Averyanna has passed Series 7, 63, 66, 9, and 10 exams, and also has Series 7, 63, and 66 licenses in Kentucky, Ohio, and Texas. The firm provides advisory services to Individuals, Businesses, and Pension & Profit Sharing Plans, and has $1 billion - $10 billion in assets under management.

SPECIALIZATIONS

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

Need help matching

with the right advisor?