Ashton PoctaCRD Number: 7487634
Current Firm: Valeo Financial Advisors, LLC
Ashton Pocta (CRD# 7487634) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN 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.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|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|
Total Assets Under Management7,278MILLIONS
Total Number of Accounts14,264ACCOUNTS
Average Account Value$510,225
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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