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Todd Ashworth

16 Years of Experience
Hickory, NC
1 DisclosureBroker

Todd Ashworth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hickory, NC, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1887 North Center Street, Hickory, NC, 28601

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History

Regulatory History (1)
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Financial
January 2018
Final
Other Business Activities

Todd is a partner in BTJ Properties, a rental real estate business, and spends minimal time on it. He is also an owner and advisor at Renaissance Financial Partners of NC, LLC, a support company, dedicating minimal time to this as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Capital Investment Advisory Services, LLC
October 2009 - June 2015 · 5 yrs 8 mos
Capital Investment Group, INC.Broker
September 2009 - June 2015 · 5 yrs 9 mos
State Registrations26 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Todd Ashworth - Financial Advisor | TrueAdvisor