Proactive Advisors, LLC

Proactive Advisors, LLC (CRD# 147332) is a financial advisory firm headquartered in Lexington, KY. They manage $19,765,539 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $411,782
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
  • Other
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

Financial Advisors at Proactive Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence S. York
CRD#: 1264745
1604 Harrodsburg Rd, Ste. B, Lexington, KY 40504
73
Wealthminder
score

Lawrence York (CRD# 1264745) is an Investment Advisor Representative working at Proactive Advisors, LLC in Lexington, KY and has over 32 years of experience in the finance industry.

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