Invest Inc.

Invest Inc. (CRD# 146357) is a financial advisory firm headquartered in Lexington, KY. They manage $18,805,990 in 181 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $103,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

KY

Financial Advisors at Invest Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John D. Thompson
CRD#: 2584356
2393 Alumni Dr #202, Lexington, KY 40517
93
Wealthminder
score

John Thompson (CRD# 2584356) is an Investment Advisor Representative working at Invest Inc. in Lexington, KY and has over 21 years of experience in the finance industry.

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