Argi Investment Services, LLC

Argi Investment Services, LLC (CRD# 151916) is a financial advisory firm headquartered in Louisville, KY. They manage $3,700,382,256 in 11,649 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,700
    MILLION
  • Total Number of Accounts
    11,649
    ACCOUNTS
  • Average Account Value
    $317,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VI, WA, WV

Financial Advisors at Argi Investment Services, LLC
Showing 21 - 30 of 91 top financial advisors.
21
Ryan J. Eversole
CRD#: 5814696
100 E Business Way, Suite 110, Cincinnati, OH 45241

Ryan Eversole (CRD# 5814696) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry. Ryan Eversole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

22
Scott D. Faulkner
CRD#: 5840734
100 E Business Way, Suite 110, Cincinnati, OH 45241

Scott Faulkner (CRD# 5840734) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 10 years of experience in the finance industry. Scott Faulkner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

23
Philip L. Gibbs
CRD#: 6455252
2201 High Wickham Place, Louisville, KY 40245

Philip Gibbs (CRD# 6455252) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 6 years of experience in the finance industry. Philip Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

24
Tamara M. Golde
CRD#: 4574378
2201 High Wickham Place, Louisville, KY 40245

Tamara Golde (CRD# 4574378) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 18 years of experience in the finance industry. Tamara Golde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

25
Jeff W. Graf
CRD#: 4362079
2201 High Wickham Place, Louisville, KY 40245

Jeff Graf (CRD# 4362079) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 19 years of experience in the finance industry.

26
Colin R. Gray
CRD#: 5891483
2201 High Wickham Place, Louisville, KY 40245

Colin Gray (CRD# 5891483) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 8 years of experience in the finance industry. Colin Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

27
Shane A. Hall
CRD#: 6406368
2201 High Wickham Place, Louisville, KY 40245

Shane Hall (CRD# 6406368) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 6 years of experience in the finance industry. Shane Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

28
William B. Hardigg
CRD#: 4402088
Louisville, KY 40245

William Hardigg (CRD# 4402088) is an Investment Advisor Representative working at Argi Investment Services, LLC in Cincinnati, OH and has over 5 years of experience in the finance industry.

29
Benjamin L. Hardin
CRD#: 6822645
2201 High Wickham Place, Louisville, KY 40245

Benjamin Hardin (CRD# 6822645) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 3 years of experience in the finance industry.

30
Adam N. Hornek
CRD#: 5618630
2201 High Wickham Place, Louisville, KY 40245

Adam Hornek (CRD# 5618630) is an Investment Advisor Representative working at Argi Investment Services, LLC in Louisville, KY and has over 12 years of experience in the finance industry. Adam Hornek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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