Ashton Pocta, financial advisor Richmond VA

Ashton Pocta

CRD Number: 7487634
Current Firm: Valeo Financial Advisors, LLC

Ashton Pocta (CRD# 7487634) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Richmond, VA and has 1 year of experience in the finance industry. Ashton Pocta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valeo Financial Advisors, LLC Carmel, IN May 2020 - Current 2
Virginia Tech Blacksburg, VA Aug 2016 - May 2020 3
Hanover High School Mechanicsville, VA Jan 2012 - Aug 2016 4

Ashton Pocta has no recent exams reported.
Contact Info for Ashton Pocta
Phone Number: 317.218.6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    7,278
    MILLIONS
  • Total Number of Accounts
    14,264
    ACCOUNTS
  • Average Account Value
    $510,225
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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