| Family Financial Partners |
1792 Alysheba Way Suite 201, Lexington, KY 40509 |
|
85921xxxx6 |
ale******@f**********************.com |
5 |
16 |
|
|
4.4 |
25 |
1685 |
176 |
1600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Torbey Financial |
2333 Alexandria Dr, Lexington, KY 40504 |
|
85978xxxx3 |
mar***@t**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Nancy Barron & Associates, Inc. |
150 Grand Blvd, Lexington, KY 40507 |
|
85925xxxx0 |
nba****@n**********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ELKHORN CREEK FINANCIAL |
3285 Blazer Pkwy, Lexington, KY 40509 |
|
85939xxxx0 |
cat**********@w*******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Audrey Back, CFP®|CRPC™ |
802 Euclid Ave, Lexington, KY 40502 |
|
85926xxxx3 |
a.j*********@e**********.com |
5 |
8 |
|
|
5 |
6 |
172 |
2 |
184 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ABRI LLC Financial Planner |
333 E Short St Suite 210, Lexington, KY 40507 |
|
77321xxxx9 |
hel**@a***.io |
5 |
59 |
|
|
|
|
|
|
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Succession Wealth Planning |
998 Governors Ln STE 350, Lexington, KY 40513 |
|
|
|
5 |
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moneywise Inc |
836 Euclid Ave Suite 318, Lexington, KY 40502 |
|
85926xxxx7 |
all**@m**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| master investment group |
300 W Vine St #1100, Lexington, KY 40507 |
|
85925xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
333 E Main St Suite 120, Lexington, KY 40507 |
|
85923xxxx1 |
and*********@w*****************.com |
2.6 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| FSM Wealth, Inc. |
2424 Harrodsburg Rd Suite 207, Lexington, KY 40503 |
|
85921xxxx5 |
ash****@f********.com |
|
|
|
|
|
|
294 |
|
353 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| High Knoll Wealth Advisors |
115 W Short St, Lexington, KY 40507 |
|
85947xxxx7 |
jon*************@h**************.com |
5 |
5 |
|
|
5 |
7 |
47 |
|
54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ashwood Wealth Management |
195 Kentucky Ave, Lexington, KY 40502 |
|
85929xxxx6 |
chr***************@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Kessinger-Lee Financial Group |
100 W Main St Ste 500, Lexington, KY 40507 |
|
85921xxxx0 |
alt*******@r******.com |
|
|
|
|
|
|
113 |
|
139 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edelman Financial Engines |
4383 Old Harrodsburg Rd Suite 125, Lexington, KY 40513 |
|
83375xxxx3 |
|
5 |
3 |
|
|
|
|
18774 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Timothy Dunn |
300 W Vine St 10th floor, Lexington, KY 40507 |
|
85923xxxx1 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Raju Alluri |
4023 Finn Wy, Lexington, KY 40517 |
|
85978xxxx5 |
dom*****************@b************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Management | U.S. Bank |
2020 Nicholasville Rd, Lexington, KY 40503 |
|
85933xxxx8 |
aar************@u*****.com |
|
|
|
|
|
|
345409 |
5426 |
348000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wingate Wealth Advisors, LLC |
450 Bedford St, Lexington, MA 02420 |
|
78186xxxx0 |
art***************@w********************.com |
4.8 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| R.L. Brown Wealth Management |
135 W Main St, Suite 200, Lexington, KY 40507 |
|
85931xxxx9 |
ale*@r************.com |
5 |
21 |
|
|
5 |
7 |
1527 |
16 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
8 |
| Arras Wealth Management |
651 Perimeter Dr Ste 215, Lexington, KY 40517 |
|
85934xxxx0 |
inf*@a******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thrivent Financial - Brittany Lawson |
1031 Wellington Way UNIT 210, Lexington, KY 40513 |
|
85930xxxx9 |
ale*******@t*******.com |
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MCF |
333 W Vine St #1740, Lexington, KY 40507 |
|
85996xxxx9 |
ali****@m**********.com |
|
|
|
|
|
|
88 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Susan Cassell |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx7 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Mark A Telfer, CFP®|AAMS™ |
115 Codell Dr UNIT 130, Lexington, KY 40509 |
|
85925xxxx3 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
87489 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ring Financial |
771 Corporate Dr STE 640, Lexington, KY 40503 |
|
85929xxxx0 |
luk*@r*************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Services Inc. |
307 S Ashland Ave, Lexington, KY 40502 |
|
85926xxxx0 |
ade*********@u**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James |
489 E Main St, Lexington, KY 40507 |
|
85925xxxx9 |
aar************@r***********.com |
1 |
2 |
|
|
|
|
17484 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bancorp Investments - Financial Advisors: Ladeanna Damron |
2020 Nicholasville Rd, Lexington, KY 40503 |
|
85923xxxx4 |
aar************@u*****.com |
|
|
|
|
|
|
344735 |
4745 |
346000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Asio Capital |
220 Lexington Green Cir, Lexington, KY 40503 |
|
85978xxxx0 |
bgo******@a**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Wealth Management Group |
801 N Lake Dr Suite 200, Lexington, SC 29072 |
|
80338xxxx9 |
chr**@d*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kurtz - D A Davidson Wealth Management |
4586 Sunset Blvd, Lexington, SC 29072 |
|
80349xxxx0 |
gku***@d****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Kentucky Securities |
1500 Leestown Rd #330, Lexington, KY 40511 |
|
85942xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Holly Parnell Thompson |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
2344 Elkhorn Rd Suite 175, Lexington, KY 40509 |
|
85962xxxx0 |
alt**********************@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CV investments |
1721 Nicholasville Rd, Lexington, KY 40503 |
|
85926xxxx9 |
aar*******@c*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Itrust Asset Management, LLC |
3320 Tates Creek Rd, Lexington, KY 40502 |
|
85942xxxx2 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| James Meek - TIAA Wealth Management Advisor |
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504 |
|
86684xxxx2 |
acc**********@t***.org |
|
|
|
|
|
|
90952 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moneyline Wealth Management |
220 E Reynolds Rd UNIT A1, Lexington, KY 40517 |
|
85927xxxx4 |
bel**@m************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mc Daniel Wealth Management PLLC |
103 Wind Haven Dr #201, Nicholasville, KY 40356 |
|
85997xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Concepts - Jennifer Quillen |
138 E Reynolds Rd UNIT 201, Lexington, KY 40517 |
|
85933xxxx6 |
a@m************.com |
5 |
7 |
|
|
|
|
69948 |
797 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Haney Financial Associates |
114 Dennis Dr #2, Lexington, KY 40503 |
|
85926xxxx8 |
mha***@h*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Thrivent Financial |
771 Corporate Dr Suite 700, Lexington, KY 40503 |
|
85930xxxx6 |
soc********@t*******.com |
5 |
3 |
|
|
|
|
409353 |
|
400000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Howard W Neil |
1029 Monarch St UNIT 150, Lexington, KY 40513 |
|
85942xxxx4 |
jjo***@l*****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| ProActive Advisors |
836 Euclid Ave #306, Lexington, KY 40502 |
|
85926xxxx0 |
lsy***@p****************.com |
4.7 |
26 |
|
|
|
|
58 |
|
62 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Acuity Wealth Management Advisors |
444 E Main St Ste 100, Lexington, KY 40507 |
|
85926xxxx5 |
cur***@a********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Charters J Osborne |
300 W Vine St # 1300, Lexington, KY 40507 |
|
85923xxxx6 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paragon Private Wealth Management |
300 W Vine St UNIT 2201, Lexington, KY 40507 |
|
85930xxxx0 |
inf*@p**********.com |
|
|
|
|
|
|
|
|
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vermillion Private Wealth |
283 Lincoln Ave Suite 102, Lexington, KY 40502 |
|
85968xxxx1 |
jam**@v**********************.com |
|
|
|
|
|
|
145 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Wesley T Wilson |
1755 Hatter Ln, Lexington, KY 40511 |
|
85936xxxx1 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
|
|
60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Innovative Advisory Group |
394 Lowell St Suite 8, Lexington, MA 02420 |
|
78121xxxx0 |
ali@i***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Triple Crown Advisors - Ameriprise Financial Services, LLC |
1000 Monarch St Ste 250, Lexington, KY 40513 |
|
85926xxxx0 |
ang**********@a***.com |
|
|
|
|
|
|
384 |
|
430 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx0 |
bro*********@m*.com |
2.6 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Central Investment Center |
2424 Harrodsburg Rd STE 101, Lexington, KY 40503 |
|
85925xxxx5 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Larry E Botts, CEO - Wealth Coach Of Kentucky, Dba Larry E. Botts & Associates |
444 Lewis Hargett Circle Ste 115, Lexington, KY 40503 |
|
85926xxxx7 |
lar**@w********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Q2 Wealth Management |
1792 Alysheba Way Ste 150 Ste 150, Lexington, KY 40509 |
|
85921xxxx9 |
con******@q*******.com |
|
|
|
|
|
|
28 |
|
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WealthSouth Wealth Management Kentucky |
106 W Vine St, Lexington, KY 40507 |
|
85952xxxx0 |
all********@w**********.com |
5 |
4 |
|
|
|
|
115 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Griffin L Johnson, CRPC™ |
220 Ruccio Way Suite 180, Lexington, KY 40503 |
|
85930xxxx0 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
|
|
35 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fifth Third Securities - Kyle Kinzig |
2295 Nicholasville Rd, Lexington, KY 40503 |
|
85962xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lexington Financial |
42855 Garfield Rd # 109, Clinton Twp, MI 48038 |
|
58622xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bright Financial Planning |
2416 Greatstone Point, Lexington, KY 40504 |
|
85981xxxx0 |
cas**@c***************.com |
5 |
10 |
|
|
|
|
|
|
235 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christopher Perry - TIAA Wealth Management Advisor |
2365 Harrodsburg Rd Suite B 250, Lexington, KY 40504 |
|
86684xxxx2 |
acc**********@t***.org |
|
|
|
|
|
|
90952 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Limehouse Financial |
140 Whiteford Way, Lexington, SC 29072 |
|
80335xxxx9 |
jon*****@l*****************.com |
5 |
37 |
|
|
|
|
|
|
600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Legacy Wealth Management |
2525 Harrodsburg Rd #100, Lexington, KY 40504 |
|
85929xxxx0 |
bri****@l*************.com |
5 |
4 |
|
|
|
|
497 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dupree Mutual Funds |
125 S Mill St # 100, Lexington, KY 40507 |
|
85925xxxx1 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Envisage Wealth Advisors |
1029 Monarch St UNIT 150, Lexington, KY 40513 |
|
85927xxxx8 |
inf*@t************.com |
4.7 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Mark A Wilden |
300 W Vine St # 1300, Lexington, KY 40507 |
|
85923xxxx2 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Orion Wealth Advisors |
74 Bedford St, Lexington, MA 02420 |
|
78186xxxx9 |
con****@p*************.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Travis K Musgrave |
300 W Vine St 10th floor, Lexington, KY 40507 |
|
85923xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CMC Wealth Management, LLC |
955 E Main St Suite R, Lexington, SC 29072 |
|
80360xxxx8 |
chu**@c******************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Emmanuel Washington - Thrivent |
771 Corporate Dr Suite 700, Lexington, KY 40503 |
|
85020xxxx6 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Jeff Corbett |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx0 |
bri************@b***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Glenview Trust Company (Lexington) |
100 W Main St #300, Lexington, KY 40507 |
|
85981xxxx0 |
bar***********@g************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wallace Hart Capital Management |
1792 Alysheba Way #390, Lexington, KY 40509 |
|
85930xxxx0 |
and***@w**********.com |
5 |
1 |
|
|
|
|
|
|
39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Athlete Essentials |
135 W Main St #300, Lexington, KY 40507 |
|
85962xxxx6 |
bai***@a************.com |
|
|
|
|
5 |
14 |
2141 |
11 |
2200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cola Wealth Advisors-Lexington SC |
4580 Sunset Blvd, Lexington, SC 29072 |
|
80374xxxx6 |
col***********@c*************.com |
4.2 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heath Bartlett - Financial Advisor, Ameriprise Financial Services, LLC |
947A E Main St, Lexington, SC 29072 |
|
80395xxxx2 |
dns*****@a***.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JQ Financial Solutions |
138 E Reynolds Rd UNIT 201, Lexington, KY 40517 |
|
85931xxxx2 |
inf*@j***************.com |
5 |
16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Mollie L. H. Brennan |
300 W Vine St # 1300, Lexington, KY 40507 |
|
85923xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paradigm Partners UBS Financial Services |
307 S Ashland Ave, Lexington, KY 40502 |
|
85933xxxx7 |
cer******@u**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Coromandel Wealth Management |
13 Maple St, Lexington, MA 02420 |
|
78172xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Context Financial |
120 Kentucky Ave Suite 120, Lexington, KY 40502 |
|
85951xxxx9 |
bri*****@c***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Trent A Owens |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx1 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Varner - Financial Advisor, Ameriprise Financial Services, LLC |
200 S State St STE 6, Lexington, NC 27292 |
|
33635xxxx7 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dickinson Wealth Management, LLC |
5590 Main St Ste 3, Lexington, MI 48450 |
|
81047xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LexInvest Wealth Advisors |
2365 Harrodsburg Rd # B100, Lexington, KY 40504 |
|
85947xxxx0 |
al@l********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Robert S. Williams |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| VFG Wealth Management & Benefit Solutions |
131 Prosperous Pl Ste 14a, Lexington, KY 40509 |
|
85926xxxx4 |
ach******@v********.com |
4.9 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
535 Wellington Way, Lexington, KY 40503 |
|
85925xxxx0 |
amy@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wheeler Financial Solutions |
535 Wellington Way STE 240, Lexington, KY 40503 |
|
85921xxxx0 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| BT Investment Group, Inc. |
168 E Reynolds Rd Suite 240, Lexington, KY 40517 |
|
85993xxxx3 |
hel**@b****************.com |
4.6 |
36 |
|
|
4.6 |
9 |
|
|
151 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crescent Financial Group |
416 W Main St, Lexington, SC 29072 |
|
80339xxxx0 |
|
4.7 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dean Dorton |
250 W Main St #1400, Lexington, KY 40507 |
|
85925xxxx1 |
aal***@d*********.com |
5 |
1 |
|
|
|
|
943 |
60 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gratz Park Private Wealth |
110 E Third St, Lexington, KY 40508 |
|
85925xxxx9 |
inf*@g**********.com |
5 |
1 |
|
|
|
|
151 |
26 |
178 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Todd and Gaines Integrated Wealth Planning |
330 E Main St #300, Lexington, KY 40507 |
|
85989xxxx0 |
tod**********@n*.com |
|
|
|
|
|
|
|
|
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lexington Wealth Management |
12 Waltham St, Lexington, MA 02421 |
|
78186xxxx5 |
aar************@l**************.com |
5 |
2 |
|
|
|
|
83 |
34 |
99 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ouellette Wealth Management Group |
35 Bedford St # 14, Lexington, MA 02420 |
|
78186xxxx6 |
tea*@o**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fidelity Investments |
161 Lexington Green Cir #195, Lexington, KY 40503 |
|
85946xxxx4 |
a61****@f*******.com |
5 |
1 |
|
|
|
|
329126 |
|
353000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Fresca Keller Wealth - UBS Financial Services Inc. |
307 S Ashland Ave, Lexington, KY 40502 |
|
85933xxxx7 |
ade*********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual |
330 E Main St #300, Lexington, KY 40507 |
|
85952xxxx0 |
adm*******@c*****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| MYRA Wealth |
750 Lexington Ave, New York, NY 10022 |
|
80538xxxx2 |
fab****@m*********.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crimson Oak Wealth Management |
704 Spring Meadows Dr, Lexington, KY 40504 |
|
85930xxxx8 |
inf*@c***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dermann & Smith Personal Wlth |
535 Wellington Way STE 260, Lexington, KY 40503 |
|
85925xxxx0 |
amy@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meridian Wealth Management, LLC |
100 W Main St #450, Lexington, KY 40507 |
|
85954xxxx6 |
cou**@m****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mc Daniel Wealth Management PLLC |
103 Wind Haven Dr, Nicholasville, Ky 40356 |
|
85997xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management Of Kentucky |
300 E Main St, Lexington, KY 40507 |
|
85926xxxx5 |
bha***@w*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Wealth Management |
3620 Walden Dr Ste 201, Lexington, KY 40517 |
|
85938xxxx5 |
eri**@r************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor D Keith Key |
4023 Finn Wy, Lexington, KY 40517 |
|
85978xxxx3 |
ari*********@m*.com |
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Spectrum Financial Alliance |
105 Wind Haven Dr, Nicholasville, KY 40356 |
|
85922xxxx3 |
aha*****@s***************.com |
4.9 |
36 |
|
|
|
|
456 |
9 |
502 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
4023 Finn Wy, Lexington, KY 40517 |
|
85978xxxx0 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hartford Wealth Management |
745 W New Cir Rd, Lexington, KY 40511 |
|
80086xxxx5 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Elkhorn Private Wealth |
771 Corporate Dr SUITE 605, Lexington, KY 40503 |
|
84440xxxx0 |
a-p*********@b***************.com |
5 |
1 |
|
|
|
|
1413 |
39 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management at Bank of the Bluegrass |
215 Southland Dr #200, Lexington, KY 40503 |
|
85923xxxx6 |
ada******@b*****************.com |
5 |
1 |
|
|
|
|
1571 |
|
1600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Care Group, Inc |
220 Lexington Green Cir building 2 suite 120, Lexington, KY 40503 |
|
85926xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dermann & Smith Personal WLTH |
535 Wellington Way, Lexington, KY 40503 |
|
85925xxxx0 |
amy@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Acuity Wealth Management |
444 E Main St Suite 202, Lexington, KY 40507 |
|
85926xxxx9 |
inf*@a********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Investment Services |
1104 Tanbark Rd, Lexington, KY 40515 |
|
85955xxxx2 |
doe*****@i********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Enhance Wealth, LLC |
2343 Alexandria Dr, Lexington, KY 40504 |
|
85923xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| David Walter Demarest - UBS Financial Services Inc. |
307 S Ashland Ave, Lexington, KY 40502 |
|
85933xxxx0 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PacK Financial |
201 E Main St UNIT 520, Lexington, KY 40507 |
|
85940xxxx7 |
ave********@c*******.com |
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Accurate Advisory Group - Kentucky |
3320 Clays Mill Rd STE 211, Lexington, KY 40503 |
|
87732xxxx7 |
dgo****@a*************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management of Kentucky |
444 E Main St #101, Lexington, KY 40507 |
|
85926xxxx5 |
bha***@w*****.com |
4.1 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ballast, Inc. |
400 E Vine St STE 400, Lexington, KY 40507 |
|
85922xxxx5 |
and*@b**********.com |
5 |
2 |
|
|
5 |
11 |
779 |
8 |
805 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cornerstone Wealth Management |
3620 Walden Dr, Lexington, KY 40517 |
|
85938xxxx5 |
cry***********@k***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TIAA Financial Services |
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504 |
|
86684xxxx2 |
bri*********@t***.org |
3.5 |
2 |
|
|
|
|
90952 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Baird Private Wealth Management |
100 W Main St Ste 500, Lexington, KY 40507 |
|
85925xxxx1 |
bcm*****@r******.com |
|
|
|
|
|
|
7745 |
904 |
8441 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ryan Eugene Westmoreland - Private Wealth Advisor, Ameriprise Financial Services, LLC |
311 Meetze Ave, Lexington, SC 29072 |
|
80395xxxx2 |
dns*****@a***.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Heritage Point Wealth Management |
710 E Main St Suite 26R, Lexington, KY 40502 |
|
85978xxxx8 |
phi*****@h**************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PNC Wealth Management |
Lexington, KY 40507 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| OneCommonwealth Financial Group |
139 W Short St, Lexington, KY 40507 |
|
85997xxxx9 |
kim********@o****************.com |
|
|
|
|
|
|
137 |
11 |
142 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Family Wealth Group / FWG Investments |
2704 Old Rosebud Rd # 180, Lexington, KY 40509 |
|
85930xxxx9 |
mai*@f*******.com |
4.5 |
8 |
|
|
|
|
993 |
88 |
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jeff Moore, CFP®|RICP®|AAMS™|CRPC™ |
185 Pasadena Dr #120, Lexington, KY 40503 |
|
85927xxxx0 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
76 |
|
76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moneyline Wealth Management |
220 E Reynolds Rd, Lexington, KY 40517 |
|
85927xxxx4 |
dim*@m************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Strategic Wealth Designers |
2716 Old Rosebud Rd UNIT 180, Lexington, KY 40509 |
|
85920xxxx1 |
aar**@s*******.com |
5 |
13 |
|
|
4.8 |
64 |
4739 |
16 |
4900 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| American Trust Wealth |
2525 Harrodsburg Rd # 300, Lexington, KY 40504 |
|
86693xxxx8 |
|
5 |
5 |
|
|
|
|
|
|
23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Harry Hadden - Private Wealth Advisor, Ameriprise Financial Services, LLC |
250 W Main St Ste 2530, Lexington, KY 40507 |
|
85944xxxx0 |
ale************@a***.com |
|
|
|
|
|
|
243 |
|
255 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| D Scott Neal Inc |
3292 Eagle View Ln STE 290, Lexington, KY 40509 |
|
80034xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robert Adams - Financial Advisor, Ameriprise Financial Services, LLC |
265 Regency Cir UNIT D, Lexington, KY 40503 |
|
85927xxxx9 |
rob***********@a***.com |
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Carolina Wealth Management |
468 Old Cherokee Rd, Lexington, SC 29072 |
|
86424xxxx7 |
joh*@c***********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Management of the Bluegrass |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Bolton Fraley Group - Morgan Stanley |
444 E Main St Ste 111, Lexington, KY 40507 |
|
85923xxxx0 |
acm***********@m************.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Keystone Financial Group |
527 Wellington Way Ste 225, Lexington, KY 40503 |
|
85931xxxx6 |
ada************@k*********.com |
5 |
2 |
|
|
|
|
289 |
|
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| U.S. Bank – Wealth Management Banker: Thomas Chapman |
2155 Paul Jones Way, Lexington, KY 40509 |
|
85923xxxx3 |
aar************@u*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Manhattan Wealth Management Group |
370 Lexington Ave # 1512, New York, NY 10017 |
|
21281xxxx1 |
jan*****@m**************.com |
5 |
2 |
|
|
|
|
453 |
6 |
457 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Jonathan A Millay |
220 Lexington Green Cir Suite 140, Lexington, KY 40503 |
|
85922xxxx3 |
a.j*********@e**********.com |
5 |
4 |
|
|
|
|
87489 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Seth B Lawless |
300 W Vine St # 1300, Lexington, KY 40507 |
|
85923xxxx4 |
ari*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond James Financial Services |
3101 Mapleleaf Dr, Lexington, KY 40509 |
|
85925xxxx1 |
aar************@r***********.com |
5 |
1 |
|
|
|
|
17484 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Russell Capital Management |
476 E High St, Lexington, KY 40507 |
|
85925xxxx5 |
ann********@r******.com |
3.7 |
3 |
|
|
|
|
381 |
26 |
381 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Moneywatch Advisors Inc |
121 Walton Ave, Lexington, KY 40508 |
|
85926xxxx7 |
bi**@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
4084 Finn Wy Ste 150, Lexington, KY 40517 |
|
80064xxxx0 |
aic************@s*****.com |
4.3 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Blue Chip Insurance and Wealth Management LLC |
1400 N Forbes Rd Ste 120, Lexington, KY 40511 |
|
85952xxxx5 |
a.j**********@e************.com |
5 |
5 |
|
|
|
|
|
|
324 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Suzanne Powell, by Meridian Wealth Management |
100 W Main St #450, Lexington, KY 40507 |
|
85980xxxx8 |
che********@g****.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Joule Financial |
1216 S Broadway, Lexington, KY 40504 |
|
85988xxxx7 |
all**@j*************.com |
5 |
5 |
|
|
|
|
416 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Q2 Wealth Management |
1792 Alysheba Way # 150, Lexington, KY 40509 |
|
85921xxxx9 |
con******@q*******.com |
|
|
|
|
|
|
28 |
|
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wealth Care Group, Inc. |
230 Lexington Green Circle Ste 200, Lexington, Ky 40503 |
|
85926xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Hope E Wilden |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx3 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lexington Financial |
1795 Alysheba Way UNIT 4204, Lexington, KY 40509 |
|
85996xxxx3 |
inf*@l************.com |
5 |
21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cardinal Pointe Financial Group - Ameriprise Financial Services, LLC |
250 W Main St Ste 2530, Lexington, KY 40507 |
|
85928xxxx4 |
ale************@a***.com |
|
|
|
|
|
|
243 |
|
255 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JT Davis Asset Management |
444 E Main St #101, Lexington, KY 40507 |
|
85935xxxx0 |
d.j**********@j********.com |
4.5 |
8 |
|
|
|
|
685 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Meritrust Wealth Management |
|
|
50288xxxx3 |
bet*******@m**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Margaret Daniels - TIAA Wealth Management Advisor |
2365 Harrodsburg Rd suite b 250, Lexington, KY 40504 |
|
86684xxxx2 |
acc**********@t***.org |
|
|
|
|
|
|
90952 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Steve Robertson |
2424 Sir Barton Way Suite 350, Lexington, KY 40509 |
|
85926xxxx6 |
a.j*********@e**********.com |
|
|
|
|
|
|
87489 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alpha Financial Partners |
710 E Main St Suite 110, Lexington, KY 40502 |
|
85978xxxx0 |
aam******@a******.com |
4.8 |
21 |
|
|
|
|
238 |
182 |
271 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pulse Wealth |
|
|
85927xxxx4 |
dav**@p**********.co |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dupree Financial Group |
237 E Main St, Lexington, KY 40507 |
|
85923xxxx0 |
cdu****@d**************.com |
5 |
16 |
|
|
|
|
322 |
14 |
352 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Founders Wealth Management |
101 Park Pl Ct, Lexington, SC 29072 |
|
86673xxxx4 |
aus*********@l**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Community Trust Wealth & Trust Management |
100 E Vine St #501, Lexington, KY 40507 |
|
85938xxxx0 |
abe**********@c***.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| McDaniel Wealth Management, PLLC—Lexington |
2333 Alexandria Dr, Lexington, KY 40504 |
|
85923xxxx5 |
chr****@m***********************.com |
|
|
|
|
|
|
645 |
44 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
444 E Main St Ste 111, Lexington, KY 40507 |
|
85923xxxx0 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Mark J Dill |
300 W Vine St, Lexington, KY 40507 |
|
85923xxxx7 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
