Invested Better
Advisors in Lexington, Kentucky
520 Results
Unclaimed

J.p. Morgan Securities LLC

location

LEXINGTON, KY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Kevin N. McCarthy is a financial advisor with J.p. Morgan Securities LLC. Kevin has been in the financial services industry for over 13 years. Kevin's experience includes working with JP Morgan Chase Bank, N.A., Chase Investment Services Corp. and The Chop House. Kevin is registered to offer securities in multiple states, including Kentucky, Texas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Indiana, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Tennessee, Virginia and Wisconsin.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Lexington, KY

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Odis Stinnett is an active Registered Investment Advisor and Broker-Dealer in Kentucky. Kevin has been in the financial services industry since August 20, 1996 and is currently affiliated with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Kevin worked with Jefferson-Pilot Investor Services, Inc. and Pruco Securities Corporation. Kevin offers financial planning, educational seminars, and portfolio management for both 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

Robert W. Baird & Co. Inc.

location

Lexington, KY

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Erin Hacker is a financial advisor with over 19 years of experience in the industry. Kimberly currently works with Robert W. Baird & Co. Inc. in Lexington, Kentucky. Prior to her current role, Kimberly has held positions at J.J.B. HILLIARD, W.L. LYONS, LLC, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. in Lexington, Kentucky. Kimberly is registered with FINRA and holds the Series 63, Series 7 and SIE licenses. Kimberly has a strong background in various areas including investments, financial planning, pension consulting, and portfolio management. Kimberly also specializes in serving a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Principal Securities, Inc.

location

LEXINGTON, KY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Kimberly Johnson is a financial professional with over 20 years of experience in the industry. Kimberly is currently registered with Principal Securities, Inc. and has experience with various financial services. Kimberly specializes in providing financial planning, pension consulting, and educational seminars to individuals and businesses. Kimberly's dedication to providing exceptional service to clients has earned her a reputation as a trusted financial advisor. Kimberly's experience with multiple firms, including Hornor, Townsend & Kent, LLC and OneAmerica Securities, Inc., has provided Kimberly with a broad understanding of the financial services landscape.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LEXINGTON, KY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Kimborah Rashel Speir is a registered representative with J.P. Morgan Securities LLC in Lexington, KY. Kimborah has been in the industry since 2019 and is registered in Kentucky and North Carolina. Kimborah holds a Series 63, Series 66 and Series 7 license. Kimborah is also a registered Investment Advisor Representative in Kentucky. Kimborah specializes in providing financial planning, pension consulting and portfolio management for businesses and individuals.

SPECIALIZATIONS

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

Wealth Management OF Kentucky, Inc.

location

LEXINGTON, KY

disclosure

2 Disclosures

ADVISOR BIO

Kip Duane Hutto is a financial advisor registered with Wealth Management Of Kentucky, Inc. Kip Duane Hutto has been working in the financial industry since November 2009 and is licensed to provide investment advice in Texas. Previously, Kip Duane Hutto was registered with Principal Securities, Inc. and NYLIFE Securities LLC. Kip Duane Hutto has experience providing financial planning and portfolio management services for individuals. Kip Duane Hutto is a licensed insurance agent and is the owner and president of Hutto Financial Strategies.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LEXINGTON, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kourtney Suraleigh is a licensed securities professional registered with J.P. Morgan Securities LLC, where she is currently employed. Kourtney has been in the industry since January 4th, 2021. Kourtney holds both Series 63 and Series 6TO licenses. She has also passed the SIE exam, which is a requirement for all securities professionals. Kourtney is registered to provide investment advice in Kentucky.

SPECIALIZATIONS

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

LEXINGTON, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kristen Vanhook is a registered investment advisor representative with Osaic FS, Inc. Kristen holds Series 6, 7, 63 and 65 licenses. Kristen has been working in the financial services industry since 2016 and has 19 state licenses. Kristen is also an insurance agent, specializing in disability insurance, indexed annuities, fixed annuities, long-term care insurance and traditional life insurance. Kristen has been with Osaic FS, Inc. since July 2016 and is registered in Kentucky and Texas.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON LIMITED BASIS.
Unclaimed

U.s. Bancorp Investments, Inc.

location

Lexington, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kristen Kerr Letcher-mcleod is a financial professional with over 6 years of experience in the industry. Kristen is currently registered with U.S. Bancorp Investments, Inc. and is licensed in Kentucky as a Registered Representative and Investment Advisor Representative. Kristen holds the Series 66, Series 7 and SIE licenses, and has previously been registered with MML Investors Services, LLC and MSI Financial Services, Inc. Prior to joining U.S. Bancorp Investments, Inc., Kristen worked at Macys Inc, the Center for Academic and Tutorial Services - University of Kentucky, AllSource / MSI Financial Services, and City National Bank. Kristen is committed to providing personalized financial guidance and helping clients reach their financial goals.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

LEXINGTON, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kristen Marie Millard is a financial advisor with Raymond James & Associates, Inc., located in Lexington, KY. Kristen has been in the financial services industry since June 25, 2000, and has held licenses and registrations in various states including Florida, Iowa, Kansas, Kentucky, Minnesota, Pennsylvania, Tennessee, and Texas. Kristen holds the Series 7, Series 63, Series 50 and Series 79TO licenses. Kristen previously worked with MORGAN KEEGAN & COMPANY, INC. in Lexington, KY and KIRKPATRICK, PETTIS, SMITH, POLIAN INC. in Omaha, NE.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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