Advisors at this firm
John Y
Series 65
Lexington, KY
ProActive Advisors, LLC
John York is a financial advisor at ProActive Advisors, LLC in Lexington, KY, holding a Series 65 designation with five years of industry experience. Prior to joining ProActive Advisors in 2020, he worked at the University of Kentucky and engaged in other business activities including managing family-owned real estate. ProActive Advisors is a small, owner-operated firm serving individuals, families, trusts, small business owners, and retirement plans. The firm employs a proprietary "360Portfolios" methodology with a flexible, unconstrained investment approach that combines top-down and bottom-up analysis, emphasizing tactical asset allocation and risk management.
Lawrence Y
Series 63, Series 65
Lexington, KY
ProActive Advisors, LLC
Lawrence York is a financial advisor at ProActive Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with ProActive Advisors since 2008. Outside of his advisory role, Mr. York has equity interests in several limited liability companies, including a substance abuse treatment clinic and a business consulting firm that provides financial management services to his private investments. ProActive Advisors is a small, owner-operated firm serving individuals, families, trusts, small business owners, and retirement plans. The firm employs a proprietary "360Portfolios" methodology with a flexible, unconstrained investment approach that combines top-down and bottom-up analysis and emphasizes tactical asset allocation and risk management.