Ashley
Benton-Cooper
Ancora Family Wealth Advisors, LLC
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About this Advisor
Ashley Benton-Cooper is a financial advisor based in Cleveland, Ohio, working with Ancora Family Wealth Advisors, LLC. Ashley has previously held positions at Firstmerit Bank, N.A, Lpl Financial LLC, Valmark Securities, Inc, Planned Financial Services, Firstrade Securities Inc, Compliance Risk Concepts LLC, Healthcare Community Securities Corporation, Ec Securities, LLC, Albert Securities LLC, Briarcliffe Credit Partners, LLC, Ancora Family Wealth Advisors, Inverness Securities LLC, and Alira Health. Ashley has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Ashley is part of Ancora Family Wealth Advisors, LLC, which operates out of Cleveland, Ohio. The firm has 2 offices and 65 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Ancora Family Wealth Advisors, LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ancora Family Wealth Advisors, LLC Brokerage Details
$2,708,839,827
65
3,813
$710,422
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Ashley Benton-Cooper Work History
Ancora Family Wealth Advisors
Inverness Securities LLC
Briarcliffe Credit Partners, LLC
Alira Health
Healthcare Community Securities Corporation
Ec Securities, LLC
Albert Securities LLC
Firstrade Securities Inc
Compliance Risk Concepts LLC
Lpl Financial LLC
N/A Unemployed
Planned Financial Services
Valmark Securities, Inc
Lpl Financial LLC
Firstmerit Bank, N.A
Disclosures
Please visit the SEC profile of Ashley Benton-Cooper 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 Ancora Family Wealth Advisors, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
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