Ashley Roth, financial advisor Seneca SC

Ashley Roth

CRD Number: 6003968
Current Firm: Arrowhead Investment Advisors, LLC

Ashley Roth (CRD# 6003968) is an Investment Advisor Representative working at Arrowhead Investment Advisors, LLC in Seneca, SC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Arrowhead Investment Advisors, LLC Mooresville, NC Nov 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Ashley A. Roth
Phone Number: 310-770-4914
Registered State(s):
  • CA
  • SC
Current Firm Details
Arrowhead Investment Advisors, LLC
Firm's CRD Number: 167964
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $562,791
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, SC

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