Eric M Felty
Investment adviser representative at Equity Advisors of Kentucky Inc
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$141.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Equity Advisors of Kentucky IncMay 2018 to now
- Cpa Advisory GroupMay 2017 to May 2018
- JP Morgan Securities LLCJan 2017 to Apr 2017
- DeloitteNov 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, KY).
Equity Advisors of Kentucky Inc
$141.6MAssets managed
114Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6158347
- Firm CRD
- 116398