Advisor at First Kentucky Securities Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Kentucky Securities Corporation
Location
Lexington, KY 40511
Credentials
CFP®, Series 63
Industry experience
39 years
Christina Harrison is a CFP® with 39 years of industry experience, currently serving as an advisor at First Kentucky Securities Corporation since 2001. She holds the Series 63 designation and operates out of Lexington, KY. Outside of her advisory role, she owns a retail business called Willa's Fabulous Finds, which operates through a Peddler mall and an Etsy shop under the name H2F. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management, financial planning, and municipal advisory services, supported by its dual registration as both an investment adviser and broker-dealer.
Based on First Kentucky Securities Corporation
Fixed fees typically range from $500 to $5,000 for Financial Planning and Consulting Services
$0 - $1,000,000: up to 1.00% annually $1,000,000+: capped maximum fee (exact cap not specified)
$100 to $500 per hour for Financial Planning and Consulting Services
Performance-based fees possible for qualified clients, based on net investment gains above a hurdle rate with a high-water mark; specifics disclosed in client agreements.
Fee-only: Financial Planning fees: hourly $100 to $500 per hour; fixed fees $500 to $5,000; Consulting fees: hourly $100 to $500 per hour; fixed fees $500 to $5,000; Securities Rating Services fees $180 to $150,000 annually (negotiated)
1500 Leestown Road, Suite 330
Lexington, KY 40511
Kentucky
First Kentucky Securities Corporation
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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