Ashton Lanham

4 Years of Experience

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

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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.

Employment History

Current Registrations

Fwg Investments, LLC

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Transamerica Financial Advisors, INC.

August 2021 - July 2022 · 11 mos

Transamerica Financial Advisors, INCBroker

May 2021 - July 2022 · 1 yr 2 mos

State Registrations7 states

FLINKYNCSCTXWV

Advisor

Exams

No exam information available for this advisor.