CA
CA

Carol M Ashmen

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
623 clients
Average Client Portfolio
$531K average
Assets Under Management
$330.9M

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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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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Other Business ActivitiesSells Insurance

Carol is an insurance agent and registered representative with MS Howells & Co since June 2023, implementing insurance recommendations. She is also dually registered with Wealthcare Capital Partners as an Investment Advisor Representative and MS Howells as a Registered Representative since May 2024.

Employment History
Current Registrations
Wealthcare Capital Partners, LLC
May 2024 - Present · 1 yr 9 mos
M. S. Howells & CO.Broker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Atlantic Financial Services, INC.
May 1999 - December 2024 · 25 yrs 7 mos
Atlantic Securities, INC.Broker
February 1989 - June 2023 · 34 yrs 4 mos
Blinder, Robinson & CO., INC.Broker
February 1989 - May 1989 · 3 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.