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Name
City
1
OneCommonwealth Financial Group
_
139 West Short Street
Lexington
,
KY
40507
Kimberly Johnson
(859) 971-9479
Member Since: 2021
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Accurate Advisory Group
_
3320 Clays Mill Rd
Lexington
,
KY
40503
Ms. Carolyn B. Howard
(877) 328-4037
(877) 328-4037
Member Since: 2024
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Barber Wallace State Farm Insurance & Financial Services
_
2240 Executive Drive Ste 101
Lexington
,
KY
40505
Wallace Barber
(859) 543-0300
(859)
Member Since: 2005
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Merrill, a Bank of America Company
_
300 W Vine Street
Lexington
,
KY
40507
Mollie Brennan
(859) 231-5000
Member Since: 1980
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.
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New York Life
_
449 Lin Wal Road
Lexington
,
KY
40505
Albert Stobbe
(502) 382-7351
Member Since: 2025
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Wealth Coach of Kentucky, Inc. d/b/a Larry E. Botts & Associates
_
444 Lewis Hargett Circle
Lexington
,
KY
40503
Larry Botts
(859) 268-1987
Member Since: 1988
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Family Wealth Group
_
2704 Old Rosebud Road
Lexington
,
KY
40509
Brian Staples
(859) 309-0349
Member Since: 2010
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Phamily Investments
_
169 E Reynolds Rd
Lexington
,
KY
40517
Asa Pham
(859) 273-0400
Member Since: 2019
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Alpha Financial Partners, LLC
_
710 E Main St
Lexington
,
KY
40502
Tracy Hulberg
(859) 785-2660
Member Since: 2021
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Thrivent - Inspired Wealth Advisors
_
1031 Wellington Way
Lexington
,
KY
40513
Brittany Lawson
(859) 303-5139
Member Since: 2023
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Morgan Stanley
_
444 East Main Street
Lexington
,
KY
40507
Christy Brown
(859) 231-9500
Member Since: 2022
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RSR Benefits
_
4999 Hartland Parkway
Lexington
,
KY
40515
Regina Schmutte
(859) 983-3754
Member Since: 2019
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Breeze Financial, LLC
_
219 East High Street
Lexington
,
KY
40507
Patricia Breeze
(859) 252-0225
(859) 753-7548
Member Since: 1997
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Fidelity Investments
_
161 Lexington Green Circle
Lexington
,
KY
40503
Chris Tischner
(859) 469-7304
Member Since: 2023
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1
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