Advisor at FWG Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FWG Investments, LLC
Location
Hurricane, WV 25526
Credentials
Series 63, Series 65
Industry experience
4 years
Up to 1.5% annually (negotiable, no tiered schedule)
Commission-based insurance products sold through affiliate Family Wealth Group, LLC; commissions vary by product and may include bonuses and awards
Account minimum: $10,000
FWG Investments, LLC
2024 - Present (2 years)
Northwestern Mutual Wealth Management Company
2022 - 2024 (2 years)
Northwestern Mutual Life Insurance Company
2021 - 2024 (3 years)
Northwestern Mutual Investment Services LLC
2021 - 2024 (3 years)
Wesley Richardson
2019 - 2021 (2 years)
University of Charleston
2018 - 2019 (1 year)
College Liftoff
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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