Lexington, KY Office

Louis Haggin IV is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining Sunbelt Securities in 2019, he spent 29 years with Lexington Investment Company, Inc. He is associated with LexInvest Wealth Advisors, a DBA under Sunbelt Securities. Sunbelt Securities, Inc. provides investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm offers a range of portfolio management approaches and financial planning services, including wrap-fee programs and third-party money manager referrals.

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 financial advisor at Sunbelt Securities, Inc. in Lexington, KY, with 52 years of industry experience. He holds the Series 63 designation and previously worked for Lexington Investment Company, Inc. for 29 years before joining Sunbelt Securities in 2019. Sunbelt Securities, Inc. provides investment advisory and related services to individual and institutional clients through a network of investment adviser representatives. The firm offers programs including wrap-fee accounts, standalone financial planning, and referrals to third-party money managers, employing a variety of investment strategies without requiring a uniform model across advisers.

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.