Proactive Advisors, LLC
Proactive Advisors, LLC (CRD# 147332) is a financial advisory firm headquartered in Lexington, KY. They manage $21,696,426 in 44 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$493,101
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Lawrence York (CRD# 1264745) is an Investment Advisor Representative working at Proactive Advisors, LLC in Lexington, KY and has over 33 years of experience in the finance industry.