Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grayson, KY

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

4 registered advisors work in Grayson; the most are at Wells Fargo Advisors Financial Network, LLC (2). 1 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Grayson

Firm	Advisors in Grayson
Wells Fargo Advisors Financial Network, LLC news	2
Archer Investment Corporation	1
State Farm Investment Management Corp.	1

Advisors in Grayson, A to Z

CFP advisors in Grayson →

Jayson J. CaplingWells Fargo Advisors Financial Network, LLC
Robert D. Roar Jr.Wells Fargo Advisors Financial Network, LLC
Dena M. WilhoitState Farm Investment Management Corp.
Tamara E. WilliamsArcher Investment Corporation · Certified Financial Planner

Other cities in Kentucky

All of Kentucky →

Louisville 1,185 Covington 629 Lexington 572 Bowling Green 96 Owensboro 73 Florence 72 Paducah 67 Elizabethtown 45 Fort Wright 44 Independence 43 Fort Mitchell 38 Henderson 34 Union 31 Prospect 29 Richmond 27 Danville 26 Fort Thomas 25 Crestview Hills 24 Bardstown 23 Edgewood 23 Nicholasville 23 Alexandria 21 Hebron 21 Ashland 20

Questions

How many financial advisors are in Grayson, KY?

4 investment adviser representatives are registered at firm offices in Grayson, Kentucky, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Grayson?

Wells Fargo Advisors Financial Network, LLC, with 2 registered advisors in Grayson, followed by Archer Investment Corporation with 1.

How do I check a financial advisor in Grayson?

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.