Invest Inc.

Invest Inc. (CRD# 146357) is a financial advisory firm headquartered in Lexington, KY. They manage $108,768,613 in 475 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503
https://invest-lex.com/
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $228,987
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Invest Inc.
Showing 1 - 5 of 5 top financial advisors.
1
George Pierce, financial advisor Lexington KY
George D. Pierce
CRD#: 1515025
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503

George Pierce (CRD# 1515025) is an Investment Advisor Representative working at Pierce Financial Planning, Inc. in Lexington, KY and has over 30 years of experience in the finance industry. George Pierce 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 putclients' interests first and comply with the Financial Planning Practice Standards.

In addition, George is a KY licensed CPA and earned and MBA in accounting from EKU.  George left the corporate world where he was a trust officer in 1991 to start his fee-only planning career.

2
Ralph Scearce, financial advisor Lexington KY
Ralph D. Scearce
CRD#: 412146
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503

Ralph Scearce (CRD# 412146) is an Investment Advisor Representative working at Invest Inc. in Lexington, KY and has over 31 years of experience in the finance industry.

3
James Smith, financial advisor Lexington KY
James A. Smith
CRD#: 5446984
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503

James Smith (CRD# 5446984) is an Investment Advisor Representative working at Invest Inc. in Lexington, KY and has over 24 years of experience in the finance industry.

4
James Thompson, financial advisor Lexington KY
James M. Thompson
CRD#: 4624093
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503

James Thompson (CRD# 4624093) is an Investment Advisor Representative working at Invest Inc. in Lexington, KY and has over 23 years of experience in the finance industry.

5
John Thompson, financial advisor Lexington KY
John D. Thompson
CRD#: 2584356
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503

John Thompson (CRD# 2584356) is an Investment Advisor Representative working at Invest Inc. in Lexington, KY and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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