Proactive Advisors, LLC

Proactive Advisors, LLC (CRD# 147332) is a financial advisory firm headquartered in Lexington, KY. They manage $40,133,542 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
836 Euclid Ave., Suite 306, Lexington, KY 40502
http://www.proactiveadvisors.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $771,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, TX

Financial Advisors at Proactive Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence York, financial advisor Lexington KY
Lawrence S. York
CRD#: 1264745
836 Euclid Ave., Suite 306, Lexington, KY 40502

Lawrence York (CRD# 1264745) is an Investment Advisor Representative working at Proactive Advisors, LLC in Lexington, KY and has over 39 years of experience in the finance industry.

2
John York, financial advisor Lexington KY
John L. York
CRD#: 7305948
836 Euclid Ave., Suite 306, Lexington, KY 40502

John York (CRD# 7305948) is an Investment Advisor Representative working at Proactive Advisors, LLC in Lexington, KY and has over 3 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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