Nancy Barron & Associates, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Lexington, Kentucky
CRD number
30201
Registered since
May 7, 1992

Firm profile

FINTRX

Overview

Nancy Barron & Associates, Inc. is organized as a corporation and has been SEC-registered since 1992. The firm is reported as individually owned and appears in the snapshot data as an unclassified adviser. The record indicates it is not a capital allocator, is not active on ESG initiatives, is not a multi-state adviser, and does not identify itself as a pension consultant or related adviser. Publicly available information about the firm’s client mix, advisory offerings, fee structure, and specific investment approach is limited in the source material. Because those disclosures are sparse, there is no reliable detail here on target client segments, portfolio construction methodology, use of discretionary versus non-discretionary strategies, or typical asset allocations.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Nancy Barron

    PresidentCRD 13608

  • Patrick Bradley

    Office ManagerCRD 2657545

  • Jacquelyn Brackett

    General Securities PrincipalCRD 4173067

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lexington, KY

Fayette

Location

Lexington, KY

Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.

Metro area
Lexington-Fayette--Richmond--Frankfort, KY
Region
South
County
Fayette
Address
150 Grand Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth