D. Scott Neal, Inc.
D. Scott Neal, Inc. (CRD# 110975) is a financial advisory firm headquartered in Lexington, KY. They manage $304,257,262 in 1,333 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management304MILLION
-
Total Number of Accounts1,333ACCOUNTS
-
Average Account Value$228,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
GA, IN, KY, NC, TN, TX
Richard Coles (CRD# 5097781) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Lexington, KY and has 1 year of experience in the finance industry.
David Neal (CRD# 2665518) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Lexington, KY and has over 28 years of experience in the finance industry.
Jerome Zimmerer (CRD# 4359778) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Louisville, KY and has 1 year of experience in the finance industry.
Christopher Saccomanno (CRD# 6307187) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Lexington, KY and has over 10 years of experience in the finance industry.
John Vinci (CRD# 7839337) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Louisville, KY and has 1 year of experience in the finance industry.