Moneywatch Advisors, Inc.
Moneywatch Advisors, Inc. (CRD# 107337) is a financial advisory firm headquartered in Lexington, KY. They manage $209,950,052 in 367 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management210MILLION
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Total Number of Accounts367ACCOUNTS
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Average Account Value$572,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, KY, ME, OH, TN, TX
Ramsey Bova (CRD# 5029923) is an Investment Advisor Representative working at Moneywatch Advisors, Inc. in Lexington, KY and has 1 year of experience in the finance industry. Ramsey Bova 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.
Robert Bova (CRD# 27077) is an Investment Advisor Representative working at Moneywatch Advisors, Inc. in Naples, FL and has 1 year of experience in the finance industry.
Stephen Byars (CRD# 7068766) is an Investment Advisor Representative working at Moneywatch Advisors, Inc. in Lexington, KY and has 1 year of experience in the finance industry. Stephen Byars 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.
Robert Hammond (CRD# 7252320) is an Investment Advisor Representative working at Moneywatch Advisors, Inc. in Lexington, KY and has 1 year of experience in the finance industry. Robert Hammond 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.