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Tina Denise Culp

Fwg Investments, LLC

Harrodsburg, KY

CRD 6407475

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Employer firm

Fwg Investments, LLC CRD 284064

$349M regulatory AUM 211 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fwg Investments, Llc

2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-03-22
NC RA APPROVED 2022-07-29
SC RA APPROVED 2022-07-25
WV RA APPROVED 2022-07-25
KY RA APPROVED 2022-07-24
TX RA APPROVED_RES 2022-07-24
  • IN RA
    APPROVED
    Since 2023-03-22
  • NC RA
    APPROVED
    Since 2022-07-29
  • SC RA
    APPROVED
    Since 2022-07-25
  • WV RA
    APPROVED
    Since 2022-07-25
  • KY RA
    APPROVED
    Since 2022-07-24
  • TX RA
    APPROVED_RES
    Since 2022-07-24

Branch Locations

125 Collin Drive, Harrodsburg, KY 40330 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Danville KY 10/2014 06/2022
Fnb Insurance Services Danville KY 09/2014 06/2022
Farmers National Bank Danville KY 09/2014 06/2022
Raymond James Financial Services Advisors, Inc. Danville KY 10/2019 06/2022
Fnb Investment Services Danville KY 09/2014 06/2022
Fnb Investment Services Danville KY 09/2014 06/2022
Family Wealth Group Lexington KY 06/2022 Present
  • 10/2014 → 06/2022
    Raymond James Financial Services, Inc.
    Danville, KY
  • 09/2014 → 06/2022
    Fnb Insurance Services
    Danville, KY
  • 09/2014 → 06/2022
    Farmers National Bank
    Danville, KY
  • 10/2019 → 06/2022
    Danville, KY
  • 09/2014 → 06/2022
    Fnb Investment Services
    Danville, KY
  • 09/2014 → 06/2022
    Fnb Investment Services
    Danville, KY
  • 06/2022 → Present
    Family Wealth Group
    Lexington, KY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-16
  • S66 Uniform Combined State Law Examination
    2019-10-16
Other Names
  • Tina Denise Sallee

View on SEC IAPD

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