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Financial ADVSR advisor directory · SEC adviser records

Investments & Financial Planning, LLC financial advisors

Every SEC-registered investment adviser representative at Investments & Financial Planning, LLC, by the state and city of the office they work from.

The short answer

3 registered advisors work at Investments & Financial Planning, LLC, in 1 state and 1 city; the most are in Lexington, KY (3). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Investments & Financial Planning, LLC advisor by name →Who joined and left Investments & Financial Planning, LLC →Investments & Financial Planning, LLC: assets, clients and custodians →

Cities with the most Investments & Financial Planning, LLC advisors

Lexington, KY 3

Investments & Financial Planning, LLC advisors by state

Investments & Financial Planning, LLC in Kentucky 3

Lexington 3

Questions

How many financial advisors does Investments & Financial Planning, LLC have?

3 investment adviser representatives are registered with Investments & Financial Planning, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Investments & Financial Planning, LLC have the most advisors?

Lexington, KY, with 3 registered advisors. By state, Kentucky has the most, with 3.

How do I find a Investments & Financial Planning, LLC financial advisor near me?

Pick your state below, then your city, to see every Investments & Financial Planning, LLC advisor registered at an office there. Each one 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. An advisor registered at Investments & Financial Planning, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →