Nancy Barron & Associates, Inc.
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 30201
- Registered since
- May 7, 1992
- Website
- www.nancybarron.com
Firm profile
FINTRXOverview
Nancy Barron & Associates, Inc. is an SEC-registered corporate advisory firm that first registered in 1992. Filings identify the owner type as an individual and classify the firm as "Unclassified" in the snapshot. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It also is not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The source provides minimal detail about the firm's business lines or client segments; specific advisory activities, fee structure, and client base are not supplied in the available snapshot. The regulatory profile indicates the entity remains registered but offers little public detail on current operations or service offerings.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Aaron Klopp
BrokerCRD 5132703
Jacquelyn Brackett
General Securities PrincipalCRD 4173067
Patrick Bradley
Office ManagerCRD 2657545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Dupree & Company, Inc.
Broker-DealerLexington, KY
First Kentucky Securities Corp
Broker-DealerLouisville, KY
Retireone Investment Services, LLC
Broker-DealerLouisville, KY
Private Client Services, LLC
Broker-DealerLouisville, KY
Alexander Investment Services Co
Broker-DealerLouisville, KY
Johnstone Brokerage Services, LLC
Broker-DealerLouisville, KY