Ashley Coake, financial advisor Richmond VA
89 score

Ashley Coake

CRD Number: 6172130
Current Firm: Wealthcare Capital Management LLC

Ashley Coake (CRD# 6172130) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Freeman, financial advisor Richmond VA
Robert M. Freeman
CRD# 2788977
Morse Capital Partners, LLC
Score
105
Similar Advisors
William Keeney, financial advisor Richmond VA
William A. Keeney
CRD# 6053833
Hornor, Townsend & Kent, Inc.
Score
103
Similar Advisors
Charles Roberts, financial advisor Richmond VA
Charles R. Roberts
CRD# 846282
Financial Freedom Planners
Score
103
Company Name Location Dates Years
Stifel Nicolaus Radford, VA Mar 2013 - Current 3
National Bank Of Blacksburg Blacksburg, VA Nov 2010 - Feb 2013 2
Radford University Radford, VA Aug 2009 - May 2011 1
Bruce Fariss, Md Dublin, VA Aug 2009 - Oct 2010 1
Macado's Radford, VA Jun 2009 - Aug 2009 < 1
Real Property, Inc. Charlottesville, VA Oct 2008 - Jun 2009 < 1
University Of Virginia Charlottesville, VA Aug 2007 - May 2009 1
Allegheny Brokerage Company, Inc. Dublin, VA May 2005 - Aug 2008 3
Pulaski County High School Dublin, VA Jul 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Ashley H. Coake
Phone Number: 804-644-4711
Firm Website: http://www.carewell.biz
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,301
    MILLIONS
  • Total Number of Accounts
    7,311
    ACCOUNTS
  • Average Account Value
    $177,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.