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Investment Banking/Management Services

Investment Banking/Management Services

 
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Corporate Finance Associates
Corporate Finance Associates
_
1999 Richmond Road Ste 500
Lexington, KY 40502
Work Phone: (859) 963-2400(859) 963-2400
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Baird
Baird
_
100 W. Main St.
Suite 500
Lexington, KY 40507
Stephen GrossmanStephen Grossman
Work Phone: (859) 255-9681(859) 255-9681
Member Since: 1965
At Baird, we provide comprehensive wealth management services and customized advice. Our focus on planning includes the ever important arenas of education, retirement, business succession and trust and estate planning.
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American Trust Wealth
American Trust Wealth
_
2353 Alexandria Drive
Suite 100
Lexington, KY 40504
Kevin AventKevin Avent
Work Phone: (859) 422-0483(859) 422-0483
(859) 422-0481(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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J.J.B. Hilliard, W. L. Lyons LLC
J.J.B. Hilliard, W. L. Lyons LLC
_
3120 Wall Street
Suite 310
Lexington, KY 40513
Work Phone: (859) 219-2460(859) 219-2460
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D. Scott Neal, Inc.
D. Scott Neal, Inc.
_
3292 Eagle View Lane
Suite 290
Lexington, KY 40509
Work Phone: (859) 254-3036(859) 254-3036
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Prairie Capital Advisors
Prairie Capital Advisors
_
2517 Pascoli Place
Lexington, KY 40509
Work Phone: (502) 644-0777(502) 644-0777
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Charles Schwab Lexington-Hamburg
Charles Schwab Lexington-Hamburg
_
2344 Elkhorn Road
Suite 175
Lexington, KY 40509
Work Phone: (859) 629-3460(859) 629-3460
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MCF Advisors
MCF Advisors
_
333 West Vine St.
Suite 1740
Lexington, KY 40507
Work Phone: (859) 967-0999  (859) 967-0999
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Thoroughbred Asset Management
Thoroughbred Asset Management
_
809 Morton Ave
Suite 202
Bardstown, KY 40004
Work Phone: (866) 566-0460(866) 566-0460
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Dupree Financial Group
Dupree Financial Group
_
237 East Main Street
Lexington, KY 40507
Work Phone: (859) 233-0400(859) 233-0400
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Russell Capital Management, LLC
Russell Capital Management, LLC
_
476 E High Street
Lexington, KY 40507
Work Phone: (859) 254-5225(859) 254-5225
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Community Trust and Investment Company
Community Trust and Investment Company
_
100 East Vine Street
Suite 501
Lexington, KY 40507
Work Phone: (859) 389-5300(859) 389-5300
Learn More | Visit Site | Show on Map
Buzz Carmichael
Buzz Carmichael
_
4390 Clearwater Dr.
Suite 1602
Lexington, KY 40515
Work Phone: (859) 266-5757(859) 266-5757
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WealthSouth
WealthSouth
_
106 W. Vine St., Suite 600
Lexington, KY 40507
Work Phone: (859) 523-2600(859) 523-2600
Learn More | Visit Site | Show on Map
Kentucky Planning Partners
Kentucky Planning Partners
_
80 Codell Dr.
Unit 240
Lexington, KY 40509
Work Phone: (606) 425-0028(606) 425-0028
Learn More | Visit Site | Show on Map
Federal Hill Capital Management
Federal Hill Capital Management
_
129 N. 3rd Street
Bardstown, KY 40004
Work Phone: (502) 348-5789(502) 348-5789
Learn More | Visit Site | Show on Map
RSA Advisors, LLC
RSA Advisors, LLC
_
147 E. Third St.
Lexington, KY 40508
Work Phone: (859) 977-6600(859) 977-6600
Learn More | Visit Site | Show on Map
 

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Copyright © 2023 Commerce Lexington Inc., all rights reserved.
COMMERCE LEXINGTON® and the Commerce Lexington logo are registered trademarks of Commerce Lexington.
330 East Main Street, Suite 100, Lexington, Kentucky, 40507
Phone: (859) 254-4447  |  Fax: (859) 233-3304
  • About
    • Message from the Board Chair
    • President's Message
    • Top Investors
    • Board of Directors
    • Racial Equity Pledge
    • Staff Directory
    • Find Our Offices | Parking
    • NEWS
  • Do Business
    • Business Directory
    • Economic Development
    • Minority Business Development >
      • Minority Business Directory
      • Procurement Opportunities
    • Business & Education Network
    • Resources >
      • Start a Business
      • Relocate a Business
      • Funding & Financing
      • Publications
  • Live & Work
    • Relocation Guide
    • Job Openings
    • Getting Around
    • Demographics
    • Cost of Living
    • Lexington History
    • Lexington Rankings
    • Education >
      • Public Education
      • Private Education
    • Health Care
  • Advocacy
    • About Public Policy
    • Your Government >
      • Local
      • State
      • Federal
    • Policy Statements & Key Issues
  • Membership
    • Member Benefits
    • Member Discounts >
      • HealthSolutions >
        • Broker Toolkit
    • Member News
    • Sponsorship Opportunities
    • JOIN
  • Events
    • Commerce Lexington Events Calendar
    • Community Calendar
    • Submit an Event
    • An Evening With Commerce Lexington
    • EMERGE 2023 >
      • EMERGE Breakouts
      • Speakers
      • Agenda
    • Leadership Visit >
      • Grand Rapids 2023
      • Impact
      • Past Trips >
        • Tampa-St. Petersburg 2022
        • Austin 2021
        • Raleigh 2019
    • Portugal 2023
    • Regional Summit
    • Washington Fly-In
    • Salute to Small Business >
      • Nominate a Business
      • Award Categories
      • Small Business Awards Application
      • Past Award Winners
  • Connect
    • Become a Member
    • Peer Programming >
      • Business Owners Advisory Boards (BOAB)
      • Peer Groups
    • Emerging Leaders of the Bluegrass
    • Leadership Development >
      • Leadership Lexington >
        • Application
        • Class Roster
        • Class Projects
        • Steering Committee
        • Alumni
      • Leadership Central Kentucky >
        • Class Roster
        • Board of Directors
        • LCK Alumni
    • Ambassador Program