J.j.b. Hilliard, W.l. Lyons, LLC

J.j.b. Hilliard, W.l. Lyons, LLC (CRD# 453) is a financial advisory firm headquartered in Louisville, KY. They manage $6,179,018,814 in 21,382 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,179
    MILLION
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at J.j.b. Hilliard, W.l. Lyons, LLC
Showing 1 - 10 of 535 top financial advisors.
1
Bill Green
CRD#: 5161933
4801 Olympia Park Plaza, Suite 1000, Louisville, KY 40241
100
Wealthminder
score

Retirement Income Planning / Retirement Advisor ages 50+

 

Comprehensive Financial Planning

 

Trust Management with tax sensitive investments in mind. $50000 min

 

Business Succession Strategy / Family Owned Transitions

Selling portions or an entire business. 5mil+ in EBITDA min, corporate M&A

 

Hybrid pension plans for medical and dental companies

 

Typical clients has over 200k Household income, $250000 investable assets

 

 

 

 

 

William Green (CRD# 5161933) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 9 years of experience in the finance industry.

2
Donald L. Asfahl
CRD#: 2824358
500 West Jefferson St., Louisville, KY 40202
96
Wealthminder
score

Donald Asfahl (CRD# 2824358) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 19 years of experience in the finance industry.

3
Laura J. Clark
CRD#: 4270026
4801 Olympia Park Plaza, Suite 1000, Louisville, KY 40241
96
Wealthminder
score

Laura Clark (CRD# 4270026) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 16 years of experience in the finance industry. Laura Clark 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.

4
Brent L. Denker
CRD#: 2164476
2929 Broadway Street, Paducah, KY 42001
96
Wealthminder
score

Brent Denker (CRD# 2164476) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Paducah, KY and has over 17 years of experience in the finance industry. Brent Denker 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.

5
Paul D. Devenski
CRD#: 844788
8862 Cedar Springs Lane, Knoxville, TN 37923
96
Wealthminder
score

Paul Devenski (CRD# 844788) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Knoxville, TN and has over 36 years of experience in the finance industry. Paul Devenski 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.

6
Dale S. Ditto
CRD#: 4248560
300 West Vine Street, Suite 1100, Lexington, KY 40507
96
Wealthminder
score

Dale Ditto (CRD# 4248560) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Lexington, KY and has over 16 years of experience in the finance industry. Dale Ditto 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.

7
Laura L. Dunne
CRD#: 5393031
500 West Jefferson St., Louisville, KY 40202
96
Wealthminder
score

Laura Dunne (CRD# 5393031) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 7 years of experience in the finance industry.

8
Christopher C. Foster
CRD#: 2295730
The Summit, 4360 Brownsboro Rd. Suite 300, Louisville, KY 40207
96
Wealthminder
score

Christopher Foster (CRD# 2295730) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 23 years of experience in the finance industry. Christopher Foster 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.

9
Brian E. Gainer
CRD#: 2874394
500 West Jefferson St., Louisville, KY 40202
96
Wealthminder
score

Brian Gainer (CRD# 2874394) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 19 years of experience in the finance industry.

10
Mark G. Ganchiff
CRD#: 2169616
500 West Jefferson St., Louisville, KY 40202
96
Wealthminder
score

Mark Ganchiff (CRD# 2169616) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 24 years of experience in the finance industry. Mark Ganchiff 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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