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Financial ADVSR advisor directory · SEC adviser records

Q2 Wealth Management financial advisors in Lexington, KY

Every SEC-registered investment adviser representative at a Q2 Wealth Management office in Lexington, A to Z.

The short answer

3 registered advisors work at Q2 Wealth Management in Lexington, out of 3 at the firm nationwide; it ranks number 50 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Q2 Wealth Management advisors in Lexington, A to Z

Every Q2 Wealth Management advisor →

Q2 Wealth Management advisors in every city and state →Q2 Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lexington

All Lexington advisors →

Robert W. Baird & Co. Incorporated 45LPL Financial LLC 39Meridian Wealth Management, LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Keystone Financial Group, LLC 27McF Advisors, LLC 27Raymond James Financial Services Advisors, Inc. 27Edward Jones 19Raymond James & Associates, Inc. 19Strategic Advisers LLC 19Morgan Stanley 18J.P. Morgan Securities LLC 17

Questions

How many financial advisors does Q2 Wealth Management have in Lexington?

3 investment adviser representatives are registered at Q2 Wealth Management offices in Lexington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Q2 Wealth Management one of the largest advisor employers in Lexington?

Q2 Wealth Management ranks number 50 in Lexington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 45.

How do I check a Q2 Wealth Management 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 Q2 Wealth Management 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.