Erin Serrate

from Asio Capital LLC
SEC regulated
Regulated Investment Advisor
Erin Serrate is a financial advisor based in Kentucky, Lexington, with 20 years of experience. Erin currently works for Asio Capital LLC. Erin maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Erin Serrate works at Asio Capital LLC
Asio Capital LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $393,290,216 of assets under management and employs about 6 people. Asio Capital LLC uses a fee structure of a percentage of assets under your management and asset-based fees for retirement plan consulting.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management and asset-based fees for retirement plan consulting
Office location
220 Lexington Green Circle, Suite 420, Lexington, Kentucky, 40503

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor