RW
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Ruth Webb

13 Years of Experience
Lexington, KY
Broker

Ruth Webb is a registered investment advisor at First Kentucky Securities CORP, based in Lexington, KY, with 13 years of industry experience. Ruth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,530 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,530 clients
Average Client Portfolio
$370K average
Assets Under Management
$566.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee of up to 1.00% of managed assets. For households with more than $1 million in assets, the total fee is capped at a maximum amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1500 Leestown Road, Suite 330, Lexington, KY, 40511

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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.

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Other Business Activities

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
April 2021 - Present · 5 yrs 6 mos
First Kentucky Securities CorporationBroker
January 2013 - Present · 13 yrs 9 mos
State Registrations1 state
KY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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