Kenneth Askew (CRD# 3195685) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Hoover, AL and has over 24 years of experience in the finance industry. Kenneth Askew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Truewealth Advisors | Huntsville, AL | Mar 2021 - Current | 3 |
| Concourse Financial Group Securities Inc (fka Proequities, Inc.) | Birmingham, AL | Oct 2009 - Current | 14 |
| (dba) Truewealth Advisors Of Huntsville LLC | Huntsville, AL | Dec 2011 - Jan 2022 | 10 |
| Concourse Financial Group Securities Inc (fka Proequities, Inc.) | Huntsville, AL | Oct 2009 - Mar 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2002 |
- AL
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts1,250ACCOUNTS
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Average Account Value$284,701
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, FL, GA, LA, MS, NC, OK, SC, TN, TX
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