Eric Ashburn, financial advisor Mclean VA
91 score

Eric Ashburn

CRD Number: 6240446
Current Firm: Spire Wealth Management, LLC

Eric Ashburn (CRD# 6240446) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 2 years of experience in the finance industry. Eric Ashburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Spire Investment Partners Fairfax, VA Aug 2013 - Current 3
Unemployed Fairfax, VA Jun 2013 - Jul 2013 < 1
Full Time Student Blacksburg, VA Sep 2012 - May 2013 < 1
Signature Financial Solutions Tampa, VA Jun 2012 - Aug 2012 < 1
Full Time Student Blacksburg, VA Sep 2011 - May 2012 < 1
Virginia Tech's Upward Bound Blacksburg, VA Jun 2011 - Aug 2011 < 1
American Campus Communities Blacksburg, VA Jul 2010 - Jun 2011 < 1
Full Time Student Blacksburg, VA Sep 2010 - May 2011 < 1
Collegiate Moving Company Daleville, VA Jun 2010 - Aug 2010 < 1
Full Time Student Blacksburg, VA Sep 2009 - May 2010 < 1
Minor-unemployed Vinton, VA Jan 2004 - Sep 2009 5
Collegiate Moving Company Daleville, VA Jun 2009 - Aug 2009 < 1
Collegiate Moving Company Daleville, VA Jun 2008 - Aug 2008 < 1
Salem Avalanche Baseball Salem, VA Apr 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Eric S. Ashburn
Phone Number: 703-657-6060
Firm Website: http://www.cgwealth.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    5,691
    ACCOUNTS
  • Average Account Value
    $328,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
91
Clean Record
This advisor has a clean track record with regulators.

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