Vantage Advisors, LLC

Vantage Advisors, LLC (CRD# 126844) is a financial advisory firm headquartered in Fishers, IN. They manage $36,425,800 in 521 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $69,915
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

CA, CT, FL, IL, IN, LA, MD, MI, NH, NJ, OH, OK, PA, TX, VA, WI

Financial Advisors at Vantage Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James J. Livengood
CRD#: 4159017
Indianapolis, IN
93
Wealthminder
score

James Livengood (CRD# 4159017) is an Investment Advisor Representative working at Vantage Advisors, LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

2
Richard B. Graham
CRD#: 1701736
610 Rangeline Road, Carmel, IN 46032
76
Wealthminder
score

Richard Graham (CRD# 1701736) is an Investment Advisor Representative working at Vantage Advisors, LLC in Carmel, IN and has over 30 years of experience in the finance industry. Richard Graham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
George R. McKown
CRD#: 4133109
11595 N. Meridian Street, Suite 320, Carmel, IN 46032
71
Wealthminder
score

George McKown (CRD# 4133109) is an Investment Advisor Representative working at Vantage Advisors, LLC in Carmel, IN and has over 17 years of experience in the finance industry.

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