ASHTON THOMAS SECURITIES, LLC: Your Trusted Financial Experts
ASHTON THOMAS SECURITIES, LLC is known as one of the top financial advisory firms in the industry. Founded in 2005, the firm has dedicated itself to providing expert financial advice and services to individuals and businesses alike. With a team of experienced and knowledgeable financial experts, ASHTON THOMAS SECURITIES, LLC has helped countless clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and advice
- Offers a wide range of financial services
- Caters to various client types, including individuals and businesses
- Transparent in fees and compensation
- Committed to helping clients achieve their financial goals
Facts and Insights
ASHTON THOMAS SECURITIES, LLC has built a strong reputation in the financial industry due to its outstanding track record and commitment to its clients. Here are some interesting facts and insights about the firm:
- Over $500 million in assets under management (AUM)
- Employs a team of 10 experienced financial advisors
- Has been in the financial business for 16 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
ASHTON THOMAS SECURITIES, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning and management
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance consultation
Client Types
The firm caters to a variety of client types, including:
- Individuals
- High-net-worth individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
ASHTON THOMAS SECURITIES, LLC is dedicated to transparency and honesty when it comes to its fees and compensation. The firm operates on a fee-only basis, which means its only source of income comes from the fees paid by its clients. This eliminates any potential conflicts of interest and ensures that the firm always acts in the best interest of its clients.
Background
ASHTON THOMAS SECURITIES, LLC was founded in 2005 by financial industry veterans with a passion for providing expert financial advice and guidance. Over the years, the firm has grown and expanded its services, but its core values remain the same: integrity, accountability, and dedication to its clients’ financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, ASHTON THOMAS SECURITIES, LLC is committed to upholding the highest standards of transparency and compliance. The firm is proactive in disclosing any potential conflicts of interest and adheres to all regulations set by the Securities and Exchange Commission (SEC) and state regulatory bodies.