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Alan Clark Ashworth

THE London Co. OF Virginia

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About Alan Clark Ashworth

Alan Ashworth is a financial advisor at The London Co. Of Virginia. Alan has been in the financial services industry for over 30 years. Alan is registered with the state of Texas and Virginia. Alan also holds the Series 3, 6, 7, and 63 licenses, as well as the SIE exam. Alan's primary specialization is in portfolio management.

Firm Information

Alan Ashworth is currently registered with THE London Co. OF Virginia. THE London Co. OF Virginia is an investment advisor headquartered in RICHMOND, VA. The firm primarily provides portfolio management services for individuals, businesses, and investment companies. They have over $15.6 billion in regulatory assets under management and serve a variety of client types, including high net worth individuals, corporations, insurance companies, and investment companies. Their website addresses are HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-LONDON-COMPANY/, HTTPS://TWITTER.COM/LONDON_COMPANY, and HTTP://TLCADVISORY.COM/.
THE London Co. OF Virginia

1800 BAYBERRY COURT, SUITE 301

RICHMOND, VA 23226

$15.62B

Assets Under Management

29

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alan Ashworth’s Registration & Firm History

FL

05/18/2016 - Present

THE London Co. OF Virginia (TAMPA FL)

CA

05/06/2014 - 05/20/2016

LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)

FL

03/25/2011 - 04/17/2014

EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

NA

03/02/1987 - 05/18/1987

INTER/MONEY SECURITIES CORPORATION

NA

01/13/1986 - 12/17/1986

DOMINICK & DOMINICK, INCORPORATED

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Licenses & Designations

BC

Issued 03/03/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/29/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/20/2014

Series 3 - National Commodity Futures Examination

BC

Issued 03/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Clark Ashworth.
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