Alan
Ashworth

The London Company Of Virginia

CRD#1440682
Investment Advisor
in Tampa, FL

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About this Advisor

Alan Ashworth is a chartered financial analyst working in Tampa, Florida who has 7 years of industry experience. Ashworth is an advisor for The London Company Of Virginia. Over the course of their career, Ashworth has held roles at Eagle Asset Management, Raymond James & Associates, Brandywine Global, Legg Mason Investor Services LLC and The London Company Of Virginia. Ashworth has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida, Texas and Virginia. The London Company Of Virginia is a financial advisory business operating out of Richmond, VA. The firm has offices in two locations and a total of 50 people on staff. It controls $15 billion in total assets across its 8,754 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 172 charitable organizations. Of its 8,754 customer accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets available to invest. The London Company Of Virginia provides a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules typically depend on the financial services offered. However, fees billed by The London Company Of Virginia may include asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Tampa, FL

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The London Company Of Virginia Brokerage Details

Total Assets Under Management

$14,755,387,190

FL Average: $1,835,309,194
Total Number of Employees

50

FL Average: 32
Total Number of Accounts

8,754

FL Average: 1,458
Average Account Size

$1,685,559

FL Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Alan Ashworth Work History

Alan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

The London Company Of Virginia

2014 - 2016 (2 years)

Brandywine Global

2014 - 2016 (2 years)

Legg Mason Investor Services LLC

2011 - 2014 (3 years)

Eagle Asset Management

2011 - 2014 (3 years)

Raymond James & Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alan Ashworth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The London Company Of Virginia

Stephen Goddard Jr.
Richmond, VA
Alexander Fraser
Richmond, VA
Charles Perkins
Richmond, VA
Andrew Wetzel
Richmond, VA
Christopher Harper
Richmond, VA
Wanxiuyuan Wang
Richmond, VA
Robert Wainscott
Richmond, VA
Samuel Hutchings
Richmond, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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