Financial advisors in Lexington, KY

634 advisors · page 3 of 22

Jonathan Rase
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Jordan Biery
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Jordan Short
Financial advisor at Fwg Investments, LLC
Fwg Investments, LLC · $349M AUM
CFP®VerifiedFinancial planning
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Jordan Wilson
Financial advisor at Meridian Wealth Management, LLC
Meridian Wealth Management, LLC · $4.98B AUM
CFP®VerifiedFinancial planning
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Joseph Kelsch
Financial advisor at E. S. Barr & Company
E. S. Barr & Company · $2.22B AUM
CFP®Verified
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Joseph Smith
Financial advisor at Keystone Financial Group, LLC
Keystone Financial Group, LLC · $2.34B AUM
CFP®VerifiedFinancial planning
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Josh Ackerman
Financial advisor at Context Financial LLC
Context Financial LLC · $20.8M AUM
CFP®VerifiedFinancial planning
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Kevin Kitchin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kristopher Kellinghaus
Financial advisor at Mcf Advisors, LLC
Mcf Advisors, LLC · $4.68B AUM
CFP®VerifiedFinancial planning
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Lanah Phillips
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Lee Helmers
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Logan Johnson
Financial advisor at Abri LLC
Abri LLC · $114.4M AUM
CFP®VerifiedFinancial planning
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Mark Telfer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Mason Stockham
Financial advisor at Meridian Wealth Management, LLC
Meridian Wealth Management, LLC · $4.98B AUM
CFP®VerifiedFinancial planning
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Matthew Burlew
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
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Matthew Fresca
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Matthew Rose
Financial advisor at Mcf Advisors, LLC
Mcf Advisors, LLC · $4.68B AUM
CFP®VerifiedFinancial planning
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Megan Reynolds
Financial advisor at Atlanta Consulting Group Advisors, LLC
Atlanta Consulting Group Advisors, LLC · $14.7B AUM
CFP®VerifiedFinancial planning
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Mehrdad Bidarian
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Micah Kinnett
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Hobbs
Financial advisor at Keystone Financial Group, LLC
Keystone Financial Group, LLC · $2.34B AUM
CFP®VerifiedFinancial planning
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Michael Tinio
Financial advisor at Wrenne Financial Planning LLC
Wrenne Financial Planning LLC · $297.9M AUM
CFP®VerifiedFinancial planning
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Michael Whitfield
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Mohua Das
Financial advisor at Crimson Oak Wealth Management, LLC
Crimson Oak Wealth Management, LLC · $39M AUM
CFP®VerifiedFinancial planning
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Morgan Murray
Financial advisor at Abri LLC
Abri LLC · $114.4M AUM
CFP®VerifiedFinancial planning
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Myra Ryan
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Slyh
Financial advisor at Advisory Services Network
Advisory Services Network · $10.6B AUM
CFP®VerifiedFinancial planning
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Patricia Breeze
Financial advisor at Meridian Wealth Management, LLC
Meridian Wealth Management, LLC · $4.98B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patricia Verhalen
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Scarborough
Financial advisor at Mcf Advisors, LLC
Mcf Advisors, LLC · $4.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lexington, KY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Lexington, KY.

How this list works

Before you hire an advisor in Lexington, KY