Mark AshfordCRD Number: 2994722
Current Firm: Lincoln Financial Securities Corporation
Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Morristown, TN and has over 20 years of experience in the finance industry.
Creative Financial Designs, Inc.
Signator Investors, Inc.
Wells Fargo Advisors, LLC
|Lincoln Financial Securities||Morristown, TN||Jul 2008 - Current||9|
|Independent Advisers Group Corp.||Morristown, TN||Apr 2003 - Jul 2014||11|
|Jefferson Pilot Securities Corporation||Morristown, TN||Feb 2003 - Jul 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV