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In 1976 the United States celebrated it's 200th birthday as an independent nation. In May of that year Lloyd E. Painter declared his independence and opened his own consulting business. As a Certified Public Accountant (CPA), Lloyd saw the opportunity in Greenville, Kentucky and pursued it with hard work and enthusiasm. Three years later he bought the property at 112 Mill Street where the Greenville office remains to this day.
In January of 1991 the business was incorporated under the name of Lloyd E. Painter, PSC. In 1992 Lisa Wheeler-Trent, Certified Public Accountant (CPA) became a shareholder in the firm.
In response to a growing demand from his clientele, Lloyd has continued to increase his education and developed expertise in Financial Planning. This is evident in the various designations he has earned:
In January of 1999 PainterFinancial was formed when Elizabeth Painter, Chartered Financial Analyst (CFA), Master of International Management (MIM), Certified Funds Specialist (CFS), joined Lloyd in the business. At that time the financial planning side of the business was transferred to the new entity.
Today their remain two entities:
For detailed information on
the principals and employees see :
Our two firms enable us to
provide our clients with investment selection and management, a complete
range of financial planning and tax preparation all from a single source.
Our clients find this "one stop" approach to be both convenient
and a time saver.
REGULATORY and DISCLOSURE INFORMATION
PainterFinancial is a Registered Investment Advisor providing financial planning services. PainterFinancial is registered with the Commonwealth of Kentucky. Our main office is located at 112 Mill Street, Greenville, KY 42345.
We do not provide and we do not offer to provide personalized investment advice or financial planning advice over the internet. This website is limited to providing you with general information about our services and to providing a way for you to contact us. This website is a solicitation for financial planning services only in those states for which PainterFinancial is registered or for which PainterFinancial is excluded or exempt from registering.
Lloyd Painter, Elizabeth Painter, Bobbie Painter and Carla Dukes are registered representatives of H.D. Vest Investment Securities, Inc., Member NASD and SIPC. Securities are offered through H.D. Vest Investment Securities, Inc. Lloyd Painter and Elizabeth Painter are advisory representatives of H.D. Vest Advisory Services, Inc. Advisory services are offered through H.D. Vest Advisory Services, Inc. Securities and advisory services are only offered in those states where we are licensed. These states will change from time-to-time. Please contact us for a detailed listing.
Investment Advisory services
and/or financial planning services will only be rendered after the following
conditions have been met:
The information on this website is based on data gathered from sources that we believe are reliable. However, we do not guarantee the accuracy or completeness of this information. This information should not be used as the primary basis for investment decisions, nor is it advice meeting the specific investment needs of any investor.
PainterFinancial may provide advice on securities and other financial products that are not guaranteed by the U.S. Government or any of its agencies, including the FDIC and the NCUA. The securities and other financial products may lose value. All securities will be purchased through H.D. Vest Investment Securities, Inc. Mutual Funds are sold by prospectus only. Please read the prospectus before investing in any mutual fund. All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance will continue in the future.
When you access certain links on the PainterFinancial website you may leave the PainterFinancial website. PainterFinancial does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the PainterFinancial website for convenience and informational purposes.
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a hard copy of individual pages and/or sections of the PainterFinancial
website, and files made available for download, provided that you do not
remove any logos or other proprietary notices. Any downloading or otherwise
copying from the PainterFinancial website will not transfer title to any
software or material to you. You may not reproduce (in whole or in part),
transmit (by electronic means or otherwise), modify, link into or use
for any public or commercial purpose the PainterFinancial website without
the prior written permission of PainterFinancial.
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3610 Lexington Road Louisville, KY 40207
Fax (502) 893-9928
112 Mill Street
Greenville, KY 42345
Fax (270) 338-9841