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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Villa Hills, KY

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

14 registered advisors work in Villa Hills; the most are at Strategic Advisers LLC (9). 3 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Villa Hills

FirmAdvisors in Villa Hills
Strategic Advisers LLC9
Balanced Life Planning1
LPL Financial LLC news1
Robert W. Baird & Co. Incorporated news1
U.S. Bancorp Advisors, LLC1
UBS Financial Services Inc. news1

Advisors in Villa Hills, A to Z

CFP advisors in Villa Hills →

Other cities in Kentucky

All of Kentucky →

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

Questions

How many financial advisors are in Villa Hills, KY?

14 investment adviser representatives are registered at firm offices in Villa Hills, Kentucky, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Villa Hills?

Strategic Advisers LLC, with 9 registered advisors in Villa Hills, followed by Balanced Life Planning with 1.

How do I check a financial advisor in Villa Hills?

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.