Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bellevue, KY
Every SEC-registered investment adviser representative at a firm office in Bellevue, with the firms that employ the most of them.
9 registered advisors work in Bellevue; the most are at The Prosperity People (4). 2 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Bellevue
Advisors in Bellevue, A to Z
CFP advisors in Bellevue →- Caitlin N. BabcockRaymond James & Associates, Inc.
- Gerald A. BaroneCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Anjana BatraThe Prosperity People
- Michael S. GamesLPL Financial LLC
- Payton G. LutzStrategic Advisers LLC
- Howard L. McEwen Jr.Osaic Wealth, Inc. · Chartered Financial Analyst
- Mackey M. McNeillThe Prosperity People · Personal Financial Specialist
- John P. Nunan IIThe Prosperity People
- Andrew J. PulsfortThe Prosperity People · Certified Financial Planner
Other cities in Kentucky
All of Kentucky →Louisville 1,185Covington 629Lexington 572Bowling Green 96Owensboro 73Florence 72Paducah 67Elizabethtown 45Fort Wright 44Independence 43Fort Mitchell 38Henderson 34Union 31Prospect 29Richmond 27Danville 26Fort Thomas 25Crestview Hills 24Bardstown 23Edgewood 23Nicholasville 23Alexandria 21Hebron 21Ashland 20
Questions
How many financial advisors are in Bellevue, KY?
9 investment adviser representatives are registered at firm offices in Bellevue, Kentucky, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Bellevue?
The Prosperity People, with 4 registered advisors in Bellevue, followed by Cetera Investment Advisers LLC with 1.
How do I check a financial advisor in Bellevue?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.