Invested Better
Financial Advisors in Kentucky
5,932 Results
Unclaimed

Private Client Services, LLC

location

LOUISVILLE, KY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Brian Moorman is a financial advisor with Private Client Services, LLC. Brian has been in the industry since September 11, 2013. Brian has obtained licenses including Series 6, Series 63 and SIE. Brian has specialized in the areas of Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisors and Financial Planning. Brian is licensed in 12 states.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Brian Dooley is a financial advisor who has been in the industry since January 19, 2001. Brian is currently registered with Fidelity Brokerage Services LLC, and holds the Series 63, 7, 9, 10 and SIE licenses. Brian is registered in 53 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. Brian specializes in providing financial advice to individuals and families.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Briana Marie Ford is a financial advisor with Fidelity Brokerage Services LLC. Briana has been in the financial services industry for 1 year. Briana is licensed to sell securities in 53 states.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Raymond James Financial Services Advisors, Inc.

location

PIKEVILLE, KY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Brianna Lerae West is a financial advisor at Raymond James Financial Services Advisors, Inc., in PIKEVILLE, KY. Brianna has been in the industry since April 24, 2019, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Legacy Financial. Brianna holds the Series 7TO, Series 66 and SIE licenses.

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
location

HENDERSON, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brice Wayne Marsh is a financial advisor with Edward Jones. Brice has been in the industry since 2014. Brice has offices in Henderson, Kentucky and also serves clients in Texas. Brice is registered as a broker-dealer and investment advisor in numerous states. Brice's primary focus is working with individual investors as well as corporations. Brice's expertise includes financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

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

W&S Brokerage Services, Inc.

location

Maysville, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Brie Anne Haag is a financial professional with W&S Brokerage Services, Inc. Brie is registered with the state of Kentucky and Ohio and has been in the industry since December 6, 2020. Brie is a Series 63 and Series 6TO licensed representative and has passed the Securities Industry Essentials Examination (SIE). Brie specializes in providing financial advice to individuals and has worked with 451 clients in the past year.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Brigitte Gentile is a financial professional with over 10 years of experience in the industry. Brigitte is currently registered with Fidelity Brokerage Services LLC and holds the Series 7, SIE, and Series 99TO licenses. Brigitte's primary office is located in Covington, Kentucky.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

Crestview Hills, KY

experience

3 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brittanie Washington is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brittanie has been in the industry since 2018 and is licensed to provide investment advice and securities products in Kentucky and Ohio. Brittanie holds Series 63, 66, 7 and SIE 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

Private Client Services, LLC

location

LOUISVILLE, KY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Ammerman is a registered investment advisor representative with Private Client Services, LLC. Brittany has been in the securities industry since March 2010. Brittany holds a Series 66, Series 7, and SIE licenses. Brittany is currently registered with the state of Kentucky and is also registered with FINRA.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Lane Eger is a financial advisor with Fidelity Brokerage Services LLC. Brittany is a Series 7TO, Series 63, and SIE licensed representative registered with the Financial Industry Regulatory Authority (FINRA) and licensed in 53 states. Brittany has been in the financial services industry since July 5, 2022. Brittany is currently located at the Fidelity Brokerage Services LLC office in Covington, Kentucky.

SPECIALIZATIONS

No specializations listed.

Need help matching

with the right advisor?