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Bruce C Corwin

Investment adviser representative at First Kentucky Securities Corp
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$566MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. First Kentucky Securities CorporationMay 2020 to now
  2. Ross, Sinclaire & Associates, LLCJun 2019 to May 2020
  3. Raymond James & AssociatesOct 2011 to Jun 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (KY).

First Kentucky Securities Corp

Legal name: First Kentucky Securities Corporation

$566MAssets managed
1,530Clients
15Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4513571
Firm CRD
7524
Advisor's SEC record (opens in a new tab)
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