Context Financial LLC
Context Financial LLC (CRD# 281812) is a financial advisory firm headquartered in Lexington, KY. They manage $14,763,590 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$162,237
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Josh Ackerman (CRD# 5157750) is an Investment Advisor Representative working at Context Financial LLC in Lexington, KY and has over 6 years of experience in the finance industry. Josh Ackerman 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.
Gene Shapiro (CRD# 6786739) is an Investment Advisor Representative working at Context Financial LLC in Lexington, KY and has 1 year of experience in the finance industry.