Unclaimed Profile

Eric M Felty

EQUITY ADVISORS OF KENTUCKY INC·LEXINGTON, Kentucky

EQUITY ADVISORS OF KENTUCKY INC

2201 REGENCY RIDGE ROAD, LEXINGTON, KY 40503CRD# 6158347Firm CRD# 116398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric M Felty · LEXINGTON, KY

Registration

CRD #6158347 · EQUITY ADVISORS OF KENTUCKY INC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Eric M Felty is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with EQUITY ADVISORS OF KENTUCKY INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EQUITY ADVISORS OF KENTUCKY INC

AUM

$116M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUITY ADVISORS OF KENTUCKY INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6158347

Firm CRD# 116398

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric M Felty offer?

Eric M Felty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Eric M Felty's credentials?

Eric M Felty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric M Felty located?

Eric M Felty is based in LEXINGTON, Kentucky, working with EQUITY ADVISORS OF KENTUCKY INC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Eric M Felty charge for services?

Eric M Felty's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUITY ADVISORS OF KENTUCKY INC?

EQUITY ADVISORS OF KENTUCKY INC has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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