BR
Brian Ramsey
from Family Wealth Planning Partners
Brian Ramsey is a financial advisor based in Kentucky, Louisville,
with 21 years of experience. Brian currently works for
Family Wealth Planning Partners.
Brian maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brian Ramsey works at Family Wealth Planning Partners
Family Wealth Planning Partners is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $123,410,000 of assets under management and employs about 4 people. Family Wealth Planning Partners uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
17 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
9200 Shelbyville Rd, Suite 103, Louisville, Kentucky, 40222
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