Best Investors Account Sign in
Inactive

Ramsey Pierse Bova

Moneywatch Advisors, Inc.

Lexington, KY

CRD 5029923

Claim This Profile
Employer firm

Moneywatch Advisors, Inc. CRD 107337

$330M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Moneywatch Advisors, Inc.

121 Walton Avenue, Lexington, KY 40508 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-01-11
TX RA APPROVED 2021-05-12
  • KY RA
    APPROVED
    Since 2024-01-11
  • TX RA
    APPROVED
    Since 2021-05-12

Branch Locations

121 Walton Avenue, Lexington, KY 40508 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneywatch Advisors, Inc. Lexington KY 09/1998 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor