Carol
Ashmen
Atlantic Financial Services, Inc
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About this Advisor
Carol Ashmen is a financial advisor who works out of Towson, Maryland with a total of 24 years of industry experience. Ashmen is currently employed by Atlantic Financial Services, Inc. During their career, the advisor has held roles at Atlantic Securities, Inc, Atlantic Financial Services, Inc and Atlantic Securities Associates, Inc. Ashmen maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Maryland. Atlantic Financial Services, Inc is a financial advisory firm based out of Towson, MD. It manages $132 million in assets among its 808 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 808 customer accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Atlantic Financial Services, Inc offers a set of services, including portfolio management for individuals and small businesses and other services. Fees for financial management depend on which services the firm provides the client. Fee types charged by Atlantic Financial Services, Inc may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlantic Financial Services, Inc Brokerage Details
$132,004,220
3
808
$163,372
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Carol Ashmen Work History
Carol has been registered as a financial advisor for 24 years.*
Atlantic Financial Services, Inc
Atlantic Securities Associates, Inc
Atlantic Securities, Inc
*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 Carol Ashmen 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 Atlantic Financial Services, Inc
Towson, MD
Towson, MD
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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