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Samuel H

Series 63, Series 66

Louisville, KY

Harvey Investment Company, LLC

Samuel Harvey is a financial advisor with Harvey Investment Company, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Harvey Investment Company since 2000 and also has experience with J.J.B. Hilliard, W.L. Lyons, Inc. dating back 55 years. Harvey Investment Company provides discretionary portfolio management for individuals, including high-net-worth clients, and various institutional clients such as pension plans and charitable organizations. The firm focuses on fundamental analysis and employs both long-term and short-term trading strategies across equity and fixed income, offering specialized mid-cap-focused equity portfolios alongside its broader equity and balanced portfolio services.

Concentrated stock management Active portfolio management Options & derivatives strategies
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Joshua J

Series 65

Louisville, KY

Harvey Investment Company, LLC

Joshua Jevne is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding a Series 65 designation with 15 years of industry experience. He has been with Harvey Investment Company since 2010. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes fundamental analysis with both long- and short-term equity and balanced portfolio management, overseeing approximately $941.5 million in regulatory assets.

Concentrated stock management Active portfolio management Options & derivatives strategies
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Samuel N

Series 66

Louisville, KY

Harvey Investment Company, LLC

Samuel Noble is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding a Series 66 designation and with 13 years of industry experience. He has been with Harvey Investment Company since 2013. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios and utilizes fundamental analysis in its investment process, managing approximately $941.5 million in regulatory assets.

Concentrated stock management Active portfolio management Options & derivatives strategies
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Mary H

Series 63, Series 65

Louisville, KY

Harvey Investment Company, LLC

Mary Herrmann is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Harvey Investment Company since 2000. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios, employing fundamental analysis and offering specialized products such as the Harvey Focus Portfolios.

Concentrated stock management Active portfolio management Options & derivatives strategies
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