Ashley Heatwole (CRD# 5679332) is an Investment Advisor Representative working at Graves Light Lenhart in Harrisonburg, VA and has 1 year of experience in the finance industry.
CRD# 6404328
First Citizens Investor Services, Inc.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2421567
Southland Equity Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Graves-light Private Wealth Management | Harrisonburg, VA | Jan 2021 - Current | 3 |
| Shenkman Capital | London, | Mar 2015 - Nov 2020 | 5 |
| Shenkman Capital | New York, NY | Oct 2012 - Mar 2015 | 2 |
- VA
-
Total Assets Under Management1,086MILLIONS
-
Total Number of Accounts1,141ACCOUNTS
-
Average Account Value$951,929
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
FL, ID, MD, NC, SC, VA
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