Prevett Financial
Prevett Financial (CRD# 307753) is a financial advisory firm headquartered in Berea, KY. They manage $10,764,614 in 167 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management11MILLION
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Total Number of Accounts167ACCOUNTS
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Average Account Value$64,459
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, KY
Financial Advisors at Prevett Financial
1
Shon McClung (CRD# 7681864) is an Investment Advisor Representative working at Prevett Financial in Andalusia, AL and has 1 year of experience in the finance industry.
2
Daniel Prevett (CRD# 7235710) is an Investment Advisor Representative working at Prevett Financial in Berea, KY and has over 4 years of experience in the finance industry.
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