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LC

Louis A. Carmichael

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CRD#: 41024
LC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Louis Allen Carmichael was a registered financial professional .

Louis is a previously registered financial professional and started their career in finance in 1974. Louis had worked at 8 firms and has passed the Series 65, Series 63, Series 15, Series 5, PC, Series 1, Series 53, Series 24, Series 4 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 22, 2002 - October 24, 2006

NANCY BARRON & ASSOCIATES, INC.

BD
CRD#: 30201
LEXINGTON, KY
Past

November 15, 2000 - November 19, 2002

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

November 28, 1998 - December 1, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

December 12, 1994 - December 17, 1998

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

August 6, 1981 - December 20, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 31, 1980 - August 14, 1981

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

February 27, 1978 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

July 2, 1974 - February 17, 1978

KIDDER, PEABODY & CO., INCORPORATED

BD
CRD#: 488

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/13/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 2/13/1986
Foreign Currency Options Examination
General Industry/Product Exam
RR
Series 5
Date: 6/29/1983
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 8/15/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 6/27/1974
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 9/19/1981
NYSE Branch Manager Examination

Current Firm


NB
NANCY BARRON & ASSOCIATES, INC.
NANCY BARRON & ASSOCIATES, INC.

CRD#: 30201 / SEC#: , 8-44803

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
150 Grand Boulevard, Lexington, KY 40507
Mailing Address
150 Grand Boulevard, Lexington, KY 40507
Phone number
(859) 254-4010
Established
Kentucky since 03/26/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BARRON, NANCY TRUXTUN IICHIEF EXECUTIVE OFFICER13608
BARRON, NANCY TRUXTUN IICHIEF COMPLIANCE OFFICER13608
BRADLEY, PATRICK JOFFICE MANAGER2657545

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NANCY BARRON & ASSOCIATES, INC.

CRD#: 30201

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