Financial ADVSR advisor directory · SEC adviser records
Ballast, Inc. financial advisors in Lexington, KY
Every SEC-registered investment adviser representative at a Ballast, Inc. office in Lexington, A to Z.
The short answer
8 registered advisors work at Ballast, Inc. in Lexington, out of 8 at the firm nationwide; it ranks number 17 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Ballast, Inc. advisors in Lexington, A to Z
Every Ballast, Inc. advisor →- John V. Boardman IIICertified Financial Planner
- Brian T. BurtonCertified Financial Planner
- Cameron K. HamiltonCertified Financial Planner
- Trent T. LakesCertified Financial Planner
- Jeffrey E. LehmannInvestment adviser rep
- Andrew J. ReynoldsCertified Financial Planner
- Catherine RichmondInvestment adviser rep
- Frank E. YozwiakCertified Financial Planner
Ballast, Inc. advisors in every city and state →Ballast, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Lexington
All Lexington advisors →Robert W. Baird & Co. Incorporated 38LPL Financial LLC 37Meridian Wealth Management, LLC 35Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Keystone Financial Group, LLC 24Raymond James Financial Services Advisors, Inc. 24Edward Jones 21McF Advisors, LLC 19J.P. Morgan Securities LLC 17Raymond James & Associates, Inc. 17Morgan Stanley 16Strategic Advisers LLC 15
Questions
How many financial advisors does Ballast, Inc. have in Lexington?
8 investment adviser representatives are registered at Ballast, Inc. offices in Lexington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Ballast, Inc. one of the largest advisor employers in Lexington?
Ballast, Inc. ranks number 17 in Lexington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 38.
How do I check a Ballast, Inc. advisor in Lexington?
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 Ballast, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.