Mackey Advisors

Mackey Advisors (CRD# 124957) is a financial advisory firm headquartered in Bellevue, KY. They manage $62,401,979 in 420 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $148,576
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • 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.

KY, OH, TX

Financial Advisors at Mackey Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Matthew A. Lobaugh
CRD#: 5840890
601 Fairfield Avenue, Bellevue, KY 41073
93
Wealthminder
score

Matthew Lobaugh (CRD# 5840890) is an Investment Advisor Representative working at Mackey Advisors in Bellevue, KY and has over 6 years of experience in the finance industry.

2
Mackey M. McNeill
CRD#: 2872751
601 Fairfield Avenue, Bellevue, KY 41073
93
Wealthminder
score

Mackey McNeill (CRD# 2872751) is an Investment Advisor Representative working at Mackey Advisors in Bellevue, KY and has over 19 years of experience in the finance industry.

3
Andrew J. Pulsfort
CRD#: 4772615
601 Fairfield Avenue, Bellevue, KY 41073
93
Wealthminder
score

Andrew Pulsfort (CRD# 4772615) is an Investment Advisor Representative working at Mackey Advisors in Bellevue, KY and has over 12 years of experience in the finance industry.

4
John P. Nunan
CRD#: 6045650
601 Fairfield Avenue, Bellevue, KY 41073
90
Wealthminder
score

John Nunan (CRD# 6045650) is an Investment Advisor Representative working at Mackey Advisors in Bellevue, KY and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.