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Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Williamsburg, KY
Alexander Investment Services Co.
Team
Ancil Collett is a financial advisor with Alexander Investment Services Co. in Williamsburg, KY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Alexander Investment Services since 2006 and was a self-employed, independent certified public accountant prior to that. Collett also serves as a volunteer treasurer for First Baptist Church in Williamsburg and is a director of Highland Cemetery, Inc. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes primarily non-discretionary portfolio management, retirement plan consulting and education, and written financial plans tailored to clients’ objectives, risk tolerance, and time horizon.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Up to $1,000 for financial planning services, negotiable depending on complexity and scope.
Less than $1,000,000 - $999,999: 0.80% $1,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Investment adviser representatives receive additional commission-based compensation from brokerage and insurance products; commissions from sales of securities and insurance products are separate and in addition to advisory fees.
Williamsburg, KY
Williamsburg KY
Advisors at this office
1
Kentucky
25 years of industry experience
Alexander Investment Services
2006 - Present • 20 years
Louisville, KY
Ancil Collett, CA PSC
1978 - Present • 48 years
Williamsburg, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Williamsburg, KY
Thrivent Investment Management
Clay Shelton is a financial advisor with Thrivent Investment Management in Williamsburg, KY, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Northwestern Mutual and Thrivent Financial, as well as non-financial positions ranging from education to various service roles over the past decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based financial planning that can be engaged on a one-time or ongoing basis, offering a combination of planning and managed-account services without discretionary trading authority.
Series 65, Series 66
Williamsburg, KY
Raymond James & Associates
Steven Coyne is a financial advisor with Raymond James & Associates in Williamsburg, KY, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, Community Trust Bank, Jackson National Life Distributors, Guardian Life, and work with ride-share companies Uber and Lyft. Coyne manages an accessory rental property on his personal residence. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.
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