Julio
Driggs
Argi Investment Services, LLC
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About this Advisor
Julio Driggs is a certified financial planner operating in Louisville, Kentucky, with 2 years of relevant experience. Driggs currently works for Argi Investment Services, LLC. Their career trajectory has included roles at Pnc Investments, Fifth Third Securities, Argi and Cerity Partners. Driggs has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kentucky and Ohio. Argi Investment Services, LLC is an advisory firm that has its headquarters in Louisville, KY. The investment advisory business has offices in eight locations and a total of 169 employees. It oversees $5 billion in total assets across its 15,255 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 17 charities and foundations. Of its 15,255 client accounts, 28% belong to high-net-worth investors who have more than $1 million in assets. Argi Investment Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. Fees for financial management usually are based on the type of services provided. Fee types billed by Argi Investment Services, LLC can be comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Argi Investment Services, LLC Brokerage Details
$4,569,619,524
169
15,255
$299,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Julio Driggs Work History
Julio has been registered as a financial advisor for 2 years.*
Cerity Partners
Argi
Fifth Third Securities
Pnc Investments
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julio Driggs 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 Argi Investment Services, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.