AdvisorOS Directory
Claim Profile
BS

Brian Keith Staples

FWG INVESTMENTS, LLC·LEXINGTON, Kentucky
Unclaimed Profile
2704 OLD ROSEBUD ROAD, LEXINGTON, KY 40509CRD# 7346670Firm CRD# 284064
01

About

Brian Keith Staples is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with FWG INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FWG INVESTMENTS, LLC
FWG INVESTMENTS, LLC
AUM
$206M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at FWG INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7346670
Firm CRD# 284064
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEXINGTON?

Browse all registered financial advisors in LEXINGTON, Kentucky or claim this profile if it's yours.

Browse LEXINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Keith Staples offer?
Brian Keith Staples specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Brian Keith Staples's credentials?
Brian Keith Staples is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Keith Staples located?
Brian Keith Staples is based in LEXINGTON, Kentucky, working with FWG INVESTMENTS, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Brian Keith Staples charge for services?
Brian Keith Staples's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FWG INVESTMENTS, LLC?
FWG INVESTMENTS, LLC has approximately 24 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LEXINGTON
Justin George Sautter — RUSSELL CAPITAL MANAGEMENT, LLCThomas Parmelee Dupree — DUPREE FINANCIAL GROUP, LLCElizabeth Host Dupree — DUPREE FINANCIAL GROUP, LLCMargaret Lee Grider — DUPREE FINANCIAL GROUP, LLCGuy Bradley — DUPREE & COMPANY, INC.
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile