Journey Financial Management, LLC

Journey Financial Management, LLC (CRD# 153404) is a financial advisory firm headquartered in , . They manage $22,204,865 in 92 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.journeyfinancialmanagement.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $241,357
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, LA, TX

Financial Advisors at Journey Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Fontenot, financial advisor Bowling Green KY
Richard J. Fontenot
CRD#: 5444780
Bowling Green, KY

Richard Fontenot (CRD# 5444780) is an Investment Advisor Representative working at Journey Financial Management, LLC in Bowling Green, KY and has over 16 years of experience in the finance industry.

2
Andrew Head, financial advisor Bowling Green KY
Andrew J. Head
CRD#: 4747119
Bowling Green, KY

Andrew Head (CRD# 4747119) is an Investment Advisor Representative working at Journey Financial Management, LLC in Bowling Green, KY and has over 20 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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