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Financial ADVSR advisor directory · SEC adviser records

Investments & Financial Planning, LLC financial advisors in Lexington, KY

Every SEC-registered investment adviser representative at a Investments & Financial Planning, LLC office in Lexington, A to Z.

The short answer

3 registered advisors work at Investments & Financial Planning, LLC in Lexington, out of 3 at the firm nationwide; it ranks number 43 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Investments & Financial Planning, LLC advisors in Lexington, A to Z

Every Investments & Financial Planning, LLC advisor →

Investments & Financial Planning, LLC advisors in every city and state →Investments & Financial Planning, LLC: 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 Investments & Financial Planning, LLC have in Lexington?

3 investment adviser representatives are registered at Investments & Financial Planning, LLC offices in Lexington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Investments & Financial Planning, LLC one of the largest advisor employers in Lexington?

Investments & Financial Planning, LLC ranks number 43 in Lexington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 38.

How do I check a Investments & Financial Planning, LLC 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 Investments & Financial Planning, LLC 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.