Proactive Wealth Management

Proactive Wealth Management (CRD# 273028) is a financial advisory firm headquartered in Lexington, KY. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
176 Pasadena Dr, Building 2, Lexington, KY 40503
http://www.retireky.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Proactive Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
William Finnell, financial advisor Lexington KY
William R. Finnell
CRD#: 2660940
176 Pasadena Dr, Building 2, Lexington, KY 40503

William Finnell (CRD# 2660940) is an Investment Advisor Representative working at Proactive Wealth Management in Lexington, KY and has over 28 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals