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CFP
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CFP

Christina Harrison

First Kentucky Securities CORP
40 Years of Experience
Lexington, KY
Broker
View SEC Summary
View SEC Summary

Christina Harrison is a CFP-designated registered investment advisor at First Kentucky Securities CORP, based in Lexington, KY, with 40 years of industry experience. Christina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,530 clients with $570M in assets under management.

First Kentucky Securities CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,530 clients
Average Client Portfolio
$370K average
Assets Under Management
$566.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee of up to 1.00% of managed assets. For households with more than $1 million in assets, the total fee is capped at a maximum amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1500 Leestown Road, Suite 330, Lexington, KY, 40511

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christina owns First Kentucky Stock. This activity is not investment-related.

Employment History
Current Registrations
First Kentucky Securities CORP
January 2013 - Present · 13 yrs 9 mos
First Kentucky Securities CorporationBroker
May 2001 - Present · 25 yrs 5 mos
Previous Registrations
First Kentucky Securities CORP
January 2006 - December 2012 · 6 yrs 11 mos
Nancy Barron & Associates, INC.Broker
June 1992 - May 2001 · 8 yrs 11 mos
Peregoff Rottman Barron IncorporatedBroker
February 1990 - July 1992 · 2 yrs 5 mos
First Security Brokerage Company of KentuckyBroker
June 1986 - February 1990 · 3 yrs 8 mos
State Registrations23 states
ARAZCAFLGAILINKYLAMDMIMONCNENJNVNYOHPASCTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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