Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Morristown, TN and has over 26 years of experience in the finance industry.
CRD# 2951927
Lpl Financial LLC
CRD# 6792758
Portfolio Medics, LLC
CRD# 2964230
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Legacy Wealth Management | Morrisontown, TN | Dec 2017 - Current | 6 |
| (dba) Wmg Financial Advisors | Morristown, TN | Aug 2017 - Current | 6 |
| The Ashford Group | Morristown, TN | May 2005 - Current | 18 |
| Concourse Financial Group Securities, Inc. | Morristown, TN | Dec 2017 - Dec 2022 | 5 |
| Lincoln Financial Securities | Morristown, TN | Jul 2008 - Dec 2017 | 9 |
| Lincoln Financial (former Jefferson Pilot Financial) | Morristown, TN | Feb 2003 - Dec 2017 | 14 |
| Independent Advisers Group Corp. | Morristown, TN | Apr 2003 - Jul 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- TN
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts1,443ACCOUNTS
-
Average Account Value$362,520
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, FL, GA, KY, LA, MS, NC, TN, TX
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