Phillip Sexton, financial advisor Lexington KY
89 score

Phillip Sexton

CRD Number: 6319731
Current Firm: Dupree Financial Group, LLC

Phillip Sexton (CRD# 6319731) is an Investment Advisor Representative working at Dupree Financial Group, LLC in Lexington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
University Of Kentucky Lexington, KY Oct 2013 - Mar 2014 < 1
Houston Oaks Golf Course Paris, KY Apr 2013 - Oct 2013 < 1
University Of Kentucky Lexington, KY Jan 2012 - Apr 2013 1
Radioshack Cynthiana, KY Oct 2010 - Jan 2012 1
3m Cynthiana, KY May 2009 - Oct 2010 1
Leono's Cynthiana, KY Feb 2007 - May 2009 2
Harrison County High School Cynthiana, KY Jan 2004 - Feb 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Phillip E. Sexton
Phone Number: 859-233-0400
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    156
    MILLIONS
  • Total Number of Accounts
    1,263
    ACCOUNTS
  • Average Account Value
    $123,898
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KY, NC, SC

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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