AdvisorOS Directory
Claim Profile
Unclaimed Profile
NG

Nancy Guilliom

EQUITY ADVISORS OF KENTUCKY INC·WADDY, Kentucky
EQUITY ADVISORS OF KENTUCKY INC
3060 WADDY ROAD, WADDY, KY 40076CRD# 5775712Firm CRD# 116398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Guilliom · WADDY, KY
Registration
CRD #5775712 · EQUITY ADVISORS OF KENTUCKY INC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Nancy 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
Introduction

Speak with Nancy

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

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

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# 5775712
Firm CRD# 116398
View on FINRA BrokerCheck →

Looking for a financial advisor in WADDY?

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

Browse WADDY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Nancy Guilliom offer?
Nancy Guilliom specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WADDY, Kentucky for a consultation.
What are Nancy Guilliom's credentials?
Nancy Guilliom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Guilliom located?
Nancy 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 Nancy Guilliom charge for services?
Nancy 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EQUITY ADVISORS OF KENTUCKY INC

Fon Rogers
LEXINGTON, KY
Brian Anthony Guilliom
WADDY, KY
Heather L Guilliom
WADDY, KY
Eric M Felty
LEXINGTON, KY
Greg G Guilliom
WADDY, KY
Jennifer Sue Macedo
WADDY, KY

More Advisors in WADDY, Kentucky

Regan Leigh Stone
EQUITY ADVISORS OF KENTUCKY INC·WADDY, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Request removal of this profile