Mark Ashford, financial advisor Morristown TN
93 score

Mark Ashford

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Morristown, TN Jul 2008 - Current 8
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
Contact Info for Mark B. Ashford
Phone Number: 800-258-3648
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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