Equity Advisors Of Kentucky Inc.
Equity Advisors Of Kentucky Inc. (CRD# 116398) is a financial advisory firm headquartered in Waddy, KY. They manage $115,869,392 in 621 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Equity Advisors Of Kentucky Inc.
By the Numbers
-
Total Assets Under Management116MILLION
-
Total Number of Accounts621ACCOUNTS
-
Average Account Value$186,585
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, HI, IN, KY, MI, OH, TX
Financial Advisors at Equity Advisors Of Kentucky Inc.
1
Eric Felty (CRD# 6158347) is an Investment Advisor Representative working at Equity Advisors Of Kentucky Inc. in St Pete Beach, FL and has over 10 years of experience in the finance industry.
2
Fon Rogers (CRD# 6741511) is an Investment Advisor Representative working at Equity Advisors Of Kentucky Inc. in Waddy, KY and has over 7 years of experience in the finance industry.
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