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Name
City
Ballast, Inc.
_
400 East Vine Street
Lexington
,
KY
40507
Mr. Brian Burton
(859) 226-0625
Member Since: 2016
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Legacy Wealth Management
_
2257 Harrodsburg Road
Lexington
,
Kentucky
40504
John D. Davis
(859) 296-1200
(877) 296-1201
Member Since: 2010
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iVisionary dba Strategic Advisors
_
Lexington
,
KY
40502
Stephen Dawahare
Member Since: 2022
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Alliance Financial Planning, LLC
_
525 Darby Creek Road #29
Lexington
,
KY
40509
Ms. Diane Verhalen
(859) 977-6006
Member Since: 2015
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WealthSouth
_
333 E Main Street, Suite 120
Lexington
,
KY
40507
William Howell
(859) 523-2600
(855) 261-7512
Member Since: 2013
At WealthSouth, we consider you and your family’s financial welfare our responsibility. Our Private Wealth Management Services are built upon a foundation of objective fiduciary service to our clients.
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Brewer Private Wealth of Atlanta Consulting Group
_
450 Old Vine St
Lexington
,
KY
40507
Rob Brewer
(859) 551-0171
Member Since: 2023
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Cetera Investors
_
201 E Main Street
Lexington
,
KY
40507
Mary Ellen Fiflis
(859) 272-7697
Member Since: 2026
Everyone has a vision for a better tomorrow. We help you create yours. From our market research and investment guidance to our technology, platforms, and programs designed to make it easier to pursue your goals, we are a premier wealth hub ready to multi
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Real Property Management Bluegrass
_
1908 Bryant Rd
Lexington
,
KY
40509
Daniel Ritchie
(859) 684-2054
Member Since: 2025
Real Property Management Bluegrass is the premier solution to managing real estate in Lexington, KY, and the surrounding areas.
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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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Elkhorn Private Wealth
_
771 Corporate Dr.
Lexington
,
KY
40503
Mr. Larry Crosthwaite
(859) 402-0080
Member Since: 2021
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Dupree Financial Group
_
237 East Main Street
Lexington
,
KY
40507
Thomas Dupree
(859) 233-0400
(800) 509-0105
Member Since: 2016
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Keystone Financial Group
_
527 Wellington Way Ste 225
Lexington
,
KY
40503
Mike Kretz
(859) 317-8316
Member Since: 2017
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