Financial ADVSR advisor directory · SEC adviser records
Journey Financial Management, LLC financial advisors in Kentucky
Every SEC-registered investment adviser representative at a Journey Financial Management, LLC office in Kentucky, by city and A to Z.
The short answer
4 registered advisors work at Journey Financial Management, LLC in Kentucky, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Bowling Green (4). 3 list the CFP designation and 0 are also registered broker representatives.
Journey Financial Management, LLC advisors by city in Kentucky
Every firm in Kentucky →Journey Financial Management, LLC advisors in Kentucky, A to Z
Search by name →- Richard J. FontenotBowling Green · Certified Financial Planner
- Andrew J. HeadBowling Green · Certified Financial Planner
- Derrick A. PalmerBowling Green · Certified Financial Planner
- Grant E. PattersonBowling Green
Journey Financial Management, LLC advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Journey Financial Management, LLC financial advisors are in Kentucky?
4 investment adviser representatives are registered at Journey Financial Management, LLC offices in Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Kentucky does Journey Financial Management, LLC have the most advisors?
Bowling Green, with 4. Journey Financial Management, LLC has advisors in 1 city in Kentucky.
How do I check a Journey Financial Management, LLC 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 Journey Financial Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.