TrueAdvisor
TrueAdvisor
AA
CFA
AA
CFA

Alan Clark Ashworth

The London Company of Virginia
34 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
The London Company of Virginia
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
7,024 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$16.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Location

Tampa, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The London Company of Virginia
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Legg Mason Investor Services, LLCBroker
May 2014 - May 2016 · 2 yrs
Eagle Fund Distributors, INC.Broker
March 2011 - April 2014 · 3 yrs 1 mo
Wintrust Capital Management, LLC
April 2009 - January 2011 · 1 yr 9 mos
Advanced Investment Partners
April 2008 - April 2009 · 1 yr
Thompson Siegel & Walmsley LLC
July 1991 - July 2007 · 16 yrs
Inter/money Securities CorporationBroker
March 1987 - May 1987 · 2 mos
Dominick & Dominick, IncorporatedBroker
January 1986 - December 1986 · 11 mos
State Registrations3 states
FLTXVA
Advisor
Exams
No exam information available for this advisor.