Ashley Webb (CRD# 6609117) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Mcdonough, GA and has over 5 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5947069
Edward Jones
CRD# 5438618
Invesco Advisers, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Kingswood Wealth Advisors, LLC | San Diego, CA | Jan 2021 - Current | 3 |
Kingswood Capital Partners, LLC | San Diego, CA | May 2020 - Current | 4 |
Benchmark Investments, Inc. | Mcdonough, GA | Oct 2019 - Current | 4 |
Cape Securities, Inc. | Mcdonough, GA | Sep 2017 - Oct 2019 | 2 |
American Global Wealth Management | Mcdonough, GA | Sep 2017 - Oct 2019 | 2 |
Americas Executions, LLC | New York, NY | Feb 2016 - Jul 2017 | 1 |
Equinox | New York, NY | May 2015 - Jan 2016 | < 1 |
Gds International | New York, NY | Jan 2012 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- GA
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Total Assets Under Management1,043MILLIONS
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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