Ruth Webb is a registered investment advisor at First Kentucky Securities CORP, based in Lexington, KY, with 13 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,530 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FKSC offers investment management through its Advisory Fee Program (Non-Wrap). Clients pay an annual fee of up to 1.00% of the assets managed. For households with over $1 million in assets, the total fee is capped. Fees are billed quarterly in advance. One IAR team offers the FKSC non-wrap program and that all other client accounts are managed on a wrap basis. FKSC may also charge performance-based fees to qualified clients.
Location
1500 Leestown Road, Suite 330, Lexington, KY, 40511
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Regulatory History
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.
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Ruth provides legal services to individuals, such as contract review, wills, probate and deeds. She is also involved in several non-profit and community organizations.
Employment History
Current Registrations
First Kentucky Securities CORP
First Kentucky Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.