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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Burlington, KY

Every SEC-registered investment adviser representative at a firm office in Burlington, with the firms that employ the most of them.

7 registered advisors work in Burlington; the most are at Strategic Advisers LLC (4). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Burlington

FirmAdvisors in Burlington
Strategic Advisers LLC4
Empower Advisory Group, LLC1
LPL Financial LLC news1
RBC Capital Markets, LLC news1

Advisors in Burlington, A to Z

Search all of Kentucky →

Other cities in Kentucky

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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 Burlington, KY?

7 investment adviser representatives are registered at firm offices in Burlington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Burlington?

Strategic Advisers LLC, with 4 registered advisors in Burlington, followed by Empower Advisory Group, LLC with 1.

How do I check a financial advisor in Burlington?

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.