Ashley Benton-Cooper (CRD# 4977623) is an Investment Advisor Representative working at Ancora Family Wealth Advisors, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inverness Securities LLC | Cleveland, OH | Jun 2023 - Current | < 1 |
| Ancora Family Wealth Advisors | Cleveland, OH | May 2023 - Current | < 1 |
| Alira Health | Framingham, MA | Apr 2023 - May 2023 | < 1 |
| Briarcliffe Credit Partners, LLC | New York, NY | Jan 2023 - May 2023 | < 1 |
| Healthcare Community Securities Corporation | Rensselaer, NY | Mar 2022 - May 2023 | 1 |
| Ec Securities, LLC | San Francisco, CA | Mar 2022 - May 2023 | 1 |
| Firstrade Securities Inc. | Flushing, NY | Oct 2021 - May 2023 | 1 |
| Compliance Risk Concepts LLC | New York, NY | Sep 2021 - May 2023 | 1 |
| Albert Securities LLC | Culver City, CA | Apr 2022 - Dec 2022 | < 1 |
| Planned Financial Services | Brecksville, OH | Oct 2018 - Sep 2021 | 2 |
| Lpl Financial LLC | Brecksville, OH | Aug 2018 - Sep 2021 | 3 |
| N/a Unemployed | N/a, OH | Apr 2018 - Aug 2018 | < 1 |
| Valmark Securities, Inc. | Akron, OH | Oct 2016 - Apr 2018 | 1 |
| Lpl Financial LLC | Akron, OH | Sep 2013 - Oct 2016 | 3 |
| Firstmerit Bank, N.a. | Akron, OH | Jun 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- OH
-
Total Assets Under Management2,709MILLIONS
-
Total Number of Accounts3,813ACCOUNTS
-
Average Account Value$710,422
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.