AdvisorOS Directory
Claim Profile
Unclaimed Profile
WA

William Martin Ambrose

DUPREE FINANCIAL GROUP, LLC·LEXINGTON, Kentucky
DUPREE FINANCIAL GROUP, LLC
237 EAST MAIN STREET, LEXINGTON, KY 40507CRD# 6619845Firm CRD# 131091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Martin Ambrose · LEXINGTON, KY
Registration
CRD #6619845 · DUPREE FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

William Martin Ambrose is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with DUPREE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
DUPREE FINANCIAL GROUP, LLC
DUPREE FINANCIAL GROUP, LLC
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DUPREE FINANCIAL GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6619845
Firm CRD# 131091
View on FINRA BrokerCheck →

Looking for a financial advisor in LEXINGTON?

Browse all registered financial advisors in LEXINGTON, Kentucky or claim this profile if it's yours.

Browse LEXINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Martin Ambrose offer?
William Martin Ambrose specializes in Investment Management, Fee-Only Advisory. Contact their office in LEXINGTON, Kentucky for a consultation.
What are William Martin Ambrose's credentials?
William Martin Ambrose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Martin Ambrose located?
William Martin Ambrose is based in LEXINGTON, Kentucky, working with DUPREE FINANCIAL GROUP, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does William Martin Ambrose charge for services?
William Martin Ambrose's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUPREE FINANCIAL GROUP, LLC?
DUPREE FINANCIAL GROUP, LLC has approximately 5 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DUPREE FINANCIAL GROUP, LLC

Margaret Lee Grider
LEXINGTON, KY
Thomas Parmelee Dupree
LEXINGTON, KY
Elizabeth Host Dupree
LEXINGTON, KY

More Advisors in LEXINGTON, Kentucky

Justin George Sautter
RUSSELL CAPITAL MANAGEMENT, LLC·LEXINGTON, KY
Fon Rogers
EQUITY ADVISORS OF KENTUCKY INC·LEXINGTON, KY
Jamie Wills Meurer
MIDDLEGROUND MANAGEMENT, LP·LEXINGTON, KY
Jason Craig Akers
ASIO CAPITAL LLC·LEXINGTON, KY
Tammy Doyle Farley
WEALTH MANAGEMENT ADVISORS, LLC·LEXINGTON, KY
Daniel Lawrence Beldy
AWESOME MANAGEMENT I LLC·LEXINGTON, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Request removal of this profile