Financial ADVSR advisor directory · SEC adviser records
Churchill Financial Advisors, LLC financial advisors in Louisville, KY
Every SEC-registered investment adviser representative at a Churchill Financial Advisors, LLC office in Louisville, A to Z.
The short answer
5 registered advisors work at Churchill Financial Advisors, LLC in Louisville, out of 5 at the firm nationwide; it ranks number 43 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.
Churchill Financial Advisors, LLC advisors in Louisville, A to Z
Every Churchill Financial Advisors, LLC advisor →- Evan C. CoartneyCertified Financial Planner · Also a broker rep
- Jonathan W. CoartneyAlso a broker rep
- Justin T. FergusonChartered Financial Analyst · Also a broker rep
- Alesia A. MullisAlso a broker rep
- Jacob L. ZollmanCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
Churchill Financial Advisors, LLC advisors in every city and state →Churchill Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Louisville
All Louisville advisors →Robert W. Baird & Co. Incorporated 146Morgan Stanley 81Raymond James & Associates, Inc. 53Cerity Partners LLC 48Ameriprise Financial Services, LLC 47LPL Financial LLC 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 28State Farm Investment Management Corp. 28Private Client Services, LLC 26
Questions
How many financial advisors does Churchill Financial Advisors, LLC have in Louisville?
5 investment adviser representatives are registered at Churchill Financial Advisors, LLC offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Is Churchill Financial Advisors, LLC one of the largest advisor employers in Louisville?
Churchill Financial Advisors, LLC ranks number 43 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 146.
How do I check a Churchill Financial Advisors, LLC advisor in Louisville?
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 Churchill Financial Advisors, 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.