Financial ADVSR advisor directory · SEC adviser records
Advantage Investment Management financial advisors in Kentucky
Every SEC-registered investment adviser representative at a Advantage Investment Management office in Kentucky, by city and A to Z.
The short answer
5 registered advisors work at Advantage Investment Management in Kentucky, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Louisville (5). 1 list the CFP designation and 0 are also registered broker representatives.
Advantage Investment Management advisors by city in Kentucky
Every firm in Kentucky →Advantage Investment Management advisors in Kentucky, A to Z
Search by name →- Michael A. ColeLouisville
- William T. Fowler IVLouisville
- Donald L. GartonLouisville · Certified Financial Planner, Chartered Financial Consultant
- Michael J. GartonLouisville
- Lisa C. HeffleyLouisville · Chartered Financial Consultant
Advantage Investment Management advisors in every state →Advantage Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Advantage Investment Management financial advisors are in Kentucky?
5 investment adviser representatives are registered at Advantage Investment Management offices in Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Kentucky does Advantage Investment Management have the most advisors?
Louisville, with 5. Advantage Investment Management has advisors in 1 city in Kentucky.
How do I check a Advantage Investment Management advisor in Kentucky?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Advantage Investment Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.