Prevett Financial

Prevett Financial (CRD# 307753) is a financial advisory firm headquartered in Berea, KY. They manage $10,764,614 in 167 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
111 Bryon Ave, Berea, KY 40403
https://prevettfinancial.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $64,459
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.

AL, KY

Financial Advisors at Prevett Financial
Showing 1 - 2 of 2 top financial advisors.
1
Shon McClung, financial advisor Berea KY
Shon McClung
CRD#: 7681864
111 Bryon Ave, Berea, KY 40403

Shon McClung (CRD# 7681864) is an Investment Advisor Representative working at Prevett Financial in Berea, KY and has 1 year of experience in the finance industry.

2
Daniel Prevett, financial advisor Berea KY
Daniel Prevett
CRD#: 7235710
111 Bryon Ave, Berea, KY 40403

Daniel Prevett (CRD# 7235710) is an Investment Advisor Representative working at Prevett Financial in Berea, KY and has over 4 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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