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Paladin Research Report For:

Thoroughbred Financial

3217 Summit Square Pl STE 200
Lexington, KY 40509
859-254-6406
Visit Website
www.tbredfa.com

About Thoroughbred Financial

Thoroughbred financial is located in Lexington, Kentucky and has been serving our clients for over 40 years. We work with individuals and families to help achieve their financial goals through comprehensive financial planning, investment management, and insurance analysis. Contact us today to schedule your complementary consultation and begin your path to financial freedom!

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General Information

Firm Start Year
  • 1980
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals of Osaic FS. PaladinRegistry.com is not a current client of Osaic FS for brokerage or investment advisory services. Osaic FS's financial professionals pay cash compensation to PaladinRegistry.com for client referrals, which gives PaladinRegistry.com a financial incentive to make client referrals to Osaic FS's financial professionals, resulting in a conflict of interest.

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

For more information regarding Osaic FS's Form CRS and Forms ADV Part 2A, which are available at:

https://osaic.com/fs/accounts/disclosures


LFS-6876507-080824

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892374/paladinregistry-Thoroughbred-Financial-detailed-disclosure.html

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