Alan Ashworth is a CFA-designated registered investment advisor at The London Company of Virginia, based in Tampa, FL, with 34 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,024 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The London Company charges a percentage of your portfolio's value each year. The exact percentage depends on the investment strategy you choose and the amount you invest. Fees are negotiable, and some clients may pay more or less than others. The minimum account size is $10,000,000, but this may be waived at the London Company's discretion.
Location
Tampa, FL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
The London Company of Virginia
Previous Registrations
Legg Mason Investor Services, LLCBroker
Eagle Fund Distributors, INC.Broker
Wintrust Capital Management, LLC
Advanced Investment Partners
Thompson Siegel & Walmsley LLC
Inter/money Securities CorporationBroker
Dominick & Dominick, IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.