Invested Better
Advisors in Lexington, Kentucky
520 Results
Unclaimed

Moneywatch Advisors, Inc. | CFP ® (Certifications)

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Ramsey Bova is a Certified Financial Planner and Investment Advisor Representative registered with Moneywatch Advisors, Inc. Ramsey has been in the financial industry since 1998. Ramsey is registered in Kentucky and Texas and works out of the Moneywatch Advisors Lexington, KY office. The firm provides financial planning and portfolio management services to individuals.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Lexington, KY

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Randal J. Master is an investment advisor representative at Robert W. Baird & Co. Inc. with over 18 years of experience in the financial services industry. Randal has earned the Series 7, Series 31 and Series 66 licenses. Randal is registered to provide investment advice in 27 states and has a professional background in investment companies, charitable organizations, insurance companies, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Randal was previously employed at J.J.B. HILLIARD, W.L. LYONS, LLC for 18 years before joining Robert W. Baird & Co. Inc.

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

Q2 Wealth Management | CFP ® (Certifications)

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Raymond Martin Backers is a Certified Financial Planner with over 7 years of experience in the financial services industry. Raymond currently works at Q2 Wealth Management and previously worked for RITE Financial Group LLC, Hurricane Financial Corp, and Backers Financial LLC. He is licensed to provide investment advisory services in Kentucky, Michigan, and Texas. Raymond specializes in financial planning, retirement planning, and portfolio management. Raymond is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

LPL Financial LLC

location

LEXINGTON, KY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Borja is a financial advisor at LPL Financial LLC in LEXINGTON, KY. Raymond has been in the financial services industry since 2016. Raymond is registered with the state of Kentucky and holds Series 7, SIE, and Series 66 licenses. Raymond provides financial planning, portfolio management for individuals, businesses, and pension consulting services.

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

First Kentucky Securities Corp.

location

LEXINGTON, KY

experience

42 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Strand Kramer is a registered representative with First Kentucky Securities Corp. in Lexington, KY. Raymond has been in the securities industry since 1982. Raymond holds several industry licenses including Series 7, Series 24, Series 27, Series 50, Series 52, Series 53, Series 54, Series 63, Series 65, Series 99. Raymond is also registered as an investment advisor representative in Kentucky. Raymond's specialties include financial planning, portfolio management for businesses, and portfolio management for individuals. Raymond is a member of FINRA and the SEC. Raymond is also the President of the Presbyterian Housing Corp. and a Notary Public.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Lexington, KY

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Richard Gregory Hart is an investment advisor representative with Robert W. Baird & Co. Inc., registered in 35 states. Richard has been in the securities industry since January 24, 1984. Richard has a broad range of experience in the financial services industry and has been active in the financial services industry since 1984. Richard obtained his Series 63, Series 65, Series 7, and SIE licenses. Richard previously worked at J.J.B. HILLIARD, W.L. LYONS, LLC, prior to joining Robert W. Baird & Co. Inc.

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

Meridian Wealth Management, LLC | CFP ® (Certifications)

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Richard Broadbent is an Investment Advisor Representative at Meridian Wealth Management, LLC located in Lexington, Kentucky. Richard has been in the financial services industry since 2013. Richard holds the Series 65 and 66 securities licenses, and is also a Certified Financial Planner. Richard is also a board member for Ronald McDonald House Charities of the Bluegrass, Inc. Richard specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

LEXINGTON, KY

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Richard Noonan is a financial advisor with over 39 years of experience. Richard is currently registered with Raymond James & Associates, Inc. and is licensed to provide financial advice in Kentucky and Texas. Previously, Richard worked at Morgan Keegan & Company, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Richard is a Series 7, 31 and 63 licensed advisor, and holds the Series 65 designation. Richard's specializations include financial planning, portfolio management, and pension consulting.

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
Unclaimed

Meridian Wealth Management, LLC

location

LEXINGTON, KY

0 Disclosures

ADVISOR BIO

Richard Lyons is a financial advisor registered with Meridian Wealth Management, LLC. Richard has over 10 years of experience in the financial services industry, with prior registration with Northwestern Mutual Investment Services, LLC. Richard works with individuals, high net worth individuals, charitable organizations, corporations and pension and profit sharing plans. He is licensed to provide investment advisory services in Arkansas, Kentucky, Louisiana, Mississippi, and Texas.

SPECIALIZATIONS

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

Keystone Financial Group, LLC

location

LEXINGTON, KY

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Richard Slade is a registered investment advisor with Keystone Financial Group, LLC. Richard has been in the financial services industry since 1998 and has a broad range of experience. Richard is a Series 7, Series 31, Series 63, and Series 65 licensed professional. Richard Slade holds registrations in 13 states and the District of Columbia. Richard works with a wide range of clients including individuals, high-net-worth individuals, businesses, and charitable organizations. Richard specializes in providing financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals

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