James
Gray
Wealth Management Of The Bluegrass, LLC
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About this Advisor
James Gray is a financial advisor based in Lexington, Kentucky, working with Wealth Management Of The Bluegrass, LLC. James has previously held positions at Investment Professionals, Inc, Kentucky Bank, Ameriprise Financial Services, Inc, Wealth Management Of The Bluegrass, and Unemployed / Health. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky. Currently, James is part of Wealth Management Of The Bluegrass, LLC, which operates out of Lexington, Kentucky. The firm has 2 employees and manages assets totaling $142.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Wealth Management Of The Bluegrass, LLC includes asset-based fees.
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Wealth Management Of The Bluegrass, LLC Brokerage Details
$142,592,568
2
239
$596,622
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
James Gray Work History
Wealth Management Of The Bluegrass
Unemployed / Health
Ameriprise Financial Services, Inc
Investment Professionals, Inc
Kentucky Bank
Disclosures
Please visit the SEC profile of James Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Management Of The Bluegrass, LLC
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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