TrueAdvisor
TrueAdvisor
TC
TC

Tina Denise Culp

Fwg Investments, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate InvestingHigh Net WorthBusiness Owners
Fwg Investments, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$174K average
Assets Under Management
$250.1M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee

Location

125 Collin Drive, Harrodsburg, KY, 40330

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Fwg Investments, LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2019 - June 2022 · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2019 - June 2022 · 2 yrs 10 mos
State Registrations6 states
INKYNCSCTXWV
Advisor
Exams
No exam information available for this advisor.