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Heather L Guilliom

EQUITY ADVISORS OF KENTUCKY INC·WADDY, Kentucky
Unclaimed Profile
2950 WADDY ROAD, WADDY, KY 40076CRD# 5638584Firm CRD# 116398
01

About

Heather L Guilliom is a registered financial advisor based in WADDY, Kentucky, affiliated with EQUITY ADVISORS OF KENTUCKY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUITY ADVISORS OF KENTUCKY INC
EQUITY ADVISORS OF KENTUCKY INC
AUM
$116M
Regulatory assets under management
Employees
3
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5638584
Firm CRD# 116398
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather L Guilliom offer?
Heather L Guilliom specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WADDY, Kentucky for a consultation.
What are Heather L Guilliom's credentials?
Heather L Guilliom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather L Guilliom located?
Heather L Guilliom is based in WADDY, Kentucky, working with EQUITY ADVISORS OF KENTUCKY INC. Their office serves clients in the WADDY metropolitan area and surrounding communities.
How does Heather L Guilliom charge for services?
Heather L Guilliom'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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Other advisors in WADDY
Brian Anthony Guilliom — EQUITY ADVISORS OF KENTUCKY INCNancy Guilliom — EQUITY ADVISORS OF KENTUCKY INCGreg G Guilliom — EQUITY ADVISORS OF KENTUCKY INCRegan Leigh Stone — EQUITY ADVISORS OF KENTUCKY INCJennifer Sue Macedo — EQUITY ADVISORS OF KENTUCKY INC
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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