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 individually owned and is classified in reporting as "Unclassified." The available records offer limited detail about the firm's service mix, client segments, fee schedule, or specific investment mandates. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser.

Assets & Accounts

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
  • AARON KLOPP

    BrokerCRD 5132703

  • JACQUELYN BRACKETT

    General Securities PrincipalCRD 4173067

  • PATRICK BRADLEY

    Office ManagerCRD 2657545

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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