Colin
Ragsdale
The Ascent Group, LLC
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About this Advisor
Colin Ragsdale is a financial advisor who works in Virginia Beach, Virginia with 1 year of industry experience. Ragsdale is an advisor for The Ascent Group, LLC. Over the course of their career, Ragsdale has held roles at The Ascent Group, LLC, Harbor Group International, Kpmg, Llp, Greenbrier Christian Academy, Virginia Beach City Public Schools, Townebank, Southeastern Physical Therapy and Liberty University. Ragsdale has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Virginia. The Ascent Group, LLC is a registered investment firm that has its headquarters in Virginia Beach, VA. The firm has offices in nine locations and a total of 30 employees. It controls $3 billion in total assets among its 5,077 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 5,077 client accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which services are offered. Fees charged by The Ascent Group, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,526,906,387
30
5,077
$497,716
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Colin Ragsdale Work History
Colin has been registered as a financial advisor for 1 years.*
The Ascent Group, LLC
Harbor Group International
Kpmg, Llp
Greenbrier Christian Academy
Virginia Beach City Public Schools
Liberty University
Townebank
Liberty University
Southeastern Physical Therapy
Liberty University
Liberty University
Greenbrier Christian Academy
*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 Colin Ragsdale 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 Ascent Group, LLC
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, 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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