Donald Eugene Bentley

27 Years of Experience

7 Disclosures

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

2704 Old Rosebud Road, Suite 160, Lexington, KY, 40509

Get directions

History

Regulatory History (7)

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Regulatory

April 2020

Final

Customer Dispute

February 2018

Pending

Regulatory

February 2017

Final

Customer Dispute

April 2015

Settled

Customer Dispute

March 2015

Settled

Customer Dispute

October 2003

Denied

Customer Dispute

October 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Donald co-owns KMBD, LLC, a rental property, and spends a few hours per week on phone calls related to it. He also owns 50% of R&D Lots, LLC, buying/selling residential lots, dedicating minimal time to this activity.

Employment History

Current Registrations

Fwg Investments, LLC

February 2018 - Present · 8 yrs

Previous Registrations

Fwg Investments, LLC

January 2017 - April 2017 · 3 mos

Global Financial Private Capital, LLC

April 2011 - January 2017 · 5 yrs 9 mos

Lincoln Financial Securities Corporation

August 1998 - April 2011 · 12 yrs 8 mos

Lincoln Financial Securities CorporationBroker

May 1998 - April 2011 · 12 yrs 11 mos

Mony Securities CORP.Broker

June 1997 - May 1998 · 11 mos

State Registrations5 states

KYNCOHTXWV

Advisor

Exams

No exam information available for this advisor.