Lexington, KY Office

Louis Haggin IV is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 designation and bringing 36 years of industry experience. He worked at Lexington Investment Company, Inc. for 29 years before joining Sunbelt Securities in 2019. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment adviser representatives.

Phillip Elliott is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Lexington Investment Company for 14 years before joining Sunbelt Securities in 2019. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and access to third-party money managers, with a focus on discretionary account management.

Ross Clements is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 designation and bringing 31 years of industry experience. He worked at Lexington Investment Company, Inc. for 26 years before joining Sunbelt Securities in 2019. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 investment advisor representatives. The firm emphasizes discretionary portfolio management, financial planning, and referrals to third-party money managers.

Stanley Kerrick is a Series 63 licensed financial advisor with over 50 years of industry experience. He has worked at Sunbelt Securities, Inc. since 2019 and previously spent nearly three decades at Lexington Investment Company, Inc. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion through a network of investment adviser representatives, offering portfolio management, financial planning, and access to third-party money managers.

Gregory Williamson is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 registration and bringing 45 years of industry experience. He previously worked for Lexington Investment Company Inc., both as a registered investment adviser and broker-dealer, from 1990 to 2019. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2 billion through a network of investment adviser representatives. The firm provides portfolio management, financial planning, and consulting services, with a focus on discretionary asset management.