Theresa AshtonCRD Number: 1371189
Current Firm: Townsend
Theresa Ashton (CRD# 1371189) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 15 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Townsend Retirement Specialists||Westminster, CO||Jul 2007 - Current||9|
|Securities America, Inc.||Broomfield, CO||Nov 2001 - Current||15|
|Ashton Financial Group, Inc.||Broomfield, CO||Feb 2005 - Oct 2006||1|
|Turning Point Financial Solutions, Inc.||Broomfield, CO||Mar 2004 - Oct 2006||2|
|Indianapolis Life Insurance||Indianapolis, IN||Jul 2002 - Oct 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management385MILLIONS
Total Number of Accounts1,720ACCOUNTS
Average Account Value$224,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, KS, NC, NE, NV, OK, SD, TX, UT, WA
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