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Kenneth Wayne Askew

Truewealth Advisors, LLC

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About Kenneth Wayne Askew

Kenneth Askew is a financial advisor at Truewealth Advisors, LLC. Kenneth has been in the financial industry since 1999 and has extensive experience in providing financial planning, financial advice, securities and insurance sales. Kenneth is a Certified Financial Planner. Kenneth works with clients to help them reach their financial goals. Kenneth is passionate about helping clients achieve their financial goals and has a proven track record of success.

Firm Information

Kenneth Askew is currently registered with Truewealth Advisors, LLC. Truewealth Advisors, LLC is an investment advisor headquartered in Hoover, AL. The firm has 13 licensed agents and manages over $355 million in assets for 1,250 clients. Truewealth Advisors provides a range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. The firm also has experience advising high-net-worth individuals, corporations, and charitable organizations.
Truewealth Advisors, LLC

2000 SOUTHLAKE PARK

HOOVER, AL 35244

$355.88M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Askew’s Registration & Firm History

AL

03/04/2021 - Present

Truewealth Advisors, LLC (HOOVER AL)

AL

05/10/2004 - 10/21/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (RUSSELLVILLE AL)

SC

05/21/2002 - 05/13/2004

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MO

05/04/1999 - 05/22/2002

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 09/17/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Wayne Askew.
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