Bruce C Corwin

CFP

First Kentucky Securities CORP

18 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

First Kentucky Securities CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$388K average

Assets Under Management

$678.6M

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

4360 Brownsboro Road, Suite 300, Louisville, KY, 40207

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Bruce is the founder of Bourbon Brotherhood, a monthly bourbon tasting group, and co-chair of Bourbon Mixer, a charity fundraising event. These activities are not investment-related and take minimal time each month.