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Catherine Marie Town

THE Ascent Group, LLC

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About Catherine Marie Town

Catherine Town is a financial advisor with The Ascent Group, LLC. Catherine has over 10 years of experience in the financial services industry. Catherine holds a Series 66, Series 7TO and SIE license. Catherine is registered to offer investment advice in Pennsylvania and Texas. Catherine is also registered with FINRA and is a member of the National Association of Personal Financial Advisors. Catherine is a dedicated advisor who is passionate about helping her clients achieve their financial goals.

Firm Information

Catherine Town is currently registered with THE Ascent Group, LLC. THE Ascent Group, LLC is an investment advisor based in Virginia Beach, Virginia. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.88 billion in assets for 4,261 accounts. Their client base includes individuals, businesses, corporations, and charitable organizations.
THE Ascent Group, LLC

192 BALLARD COURT

VIRGINIA BEACH, VA 23462

$2.88B

Assets Under Management

6

Total Clients

12

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Catherine Town’s Registration & Firm History

PA

05/14/2021 - Present

THE Ascent Group, LLC (WAYNE PA)

PA

02/03/2023 - 08/23/2024

TRIAD ADVISORS LLC (Wayne PA)

PA

07/25/2020 - 01/26/2023

AMERITAS INVESTMENT COMPANY, LLC (WAYNE PA)

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Licenses & Designations

BOTH

Issued 11/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Marie Town.
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