Don Ash, financial advisor Rome GA
93 score

Don Ash

CRD Number: 5429310
Current Firm: Corecap Advisors

Don Ash (CRD# 5429310) is an Investment Advisor Representative working at Corecap Advisors in Rome, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Convergence Financial Advisors Southfield, MI Jan 2012 - Current 4
Estate Planners Of Ga Rome, GA Jun 1995 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Don E. Ash
Phone Number: 888-296-3360
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $250,000
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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

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