Mark Ashford, financial advisor Morristown TN
93 score

Mark Ashford

CRD Number: 2994722
Current Firm: Wmg Financial Advisors, LLC

Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Morristown, TN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities Inc. Morristown, TN Dec 2017 - Current < 1
Dba - Wmg Financial Advisors Morristown, TN Aug 2017 - Current < 1
The Ashford Group Morristown, TN May 2005 - Current 12
Dba - Legacy Wealth Management Morrisontown, TN Apr 2003 - Current 15
Lincoln Financial Securities Morristown, TN Jul 2008 - Dec 2017 9
Lincoln Financial (former Jefferson Pilot Financial) Morristown, TN Feb 2003 - Dec 2017 14
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: (865) 288-5000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $280,992
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TN

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

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