Stacy Coartney, financial advisor Louisville KY

Stacy Coartney

CRD Number: 1804607
Current Firm: Churchill Financial, LLC

Stacy Coartney (CRD# 1804607) is an Investment Advisor Representative working at Churchill Financial, LLC in Louisville, KY and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cullinan Associates, Inc. Louisville, KY Jun 2000 - Current 23
Churchill Financial, LLC Louisville, KY Jul 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Stacy W. Coartney
Phone Number: 502-895-3535
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $168,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IN, KY

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