Unclaimed Profile

Marcus Alan Ashworth

BLUECHIP WEALTH ADVISORS LLC·MILTON, Georgia

SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOCFP21 years registeredBLUECHIP WEALTH ADVISORS LLC

12655 BIRMINGHAM HWY, MILTON, GA 30004CRD# 2890387Firm CRD# 150008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcus Alan Ashworth · MILTON, GA

Registration

CRD #2890387 · BLUECHIP WEALTH ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

BLUECHIP WEALTH ADVISORS LLC

Jul 2009 – present

TRIAD ADVISORS, INC.

Apr 2009 – Oct 2009

ALPHARETTA, GA

LPL FINANCIAL CORPORATION

May 2007 – Apr 2009

ALPHARETTA, GA

MORGAN KEEGAN & COMPANY, INC.

Jun 2005 – Jun 2007

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · June 21, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2009Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BLUECHIP WEALTH ADVISORS LLC

CRD 150008 · SEC 801-115105

AUM

$485M

Regulatory assets under management

Employees

1,049 client accounts

Services offered by BLUECHIP WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLUECHIP WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Marcus Alan Ashworth offer?

Marcus Alan Ashworth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILTON, Georgia for a consultation.

What are Marcus Alan Ashworth's credentials?

Marcus Alan Ashworth holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marcus Alan Ashworth located?

Marcus Alan Ashworth is based in MILTON, Georgia, working with BLUECHIP WEALTH ADVISORS LLC. Their office serves clients in the MILTON metropolitan area and surrounding communities.

How does Marcus Alan Ashworth charge for services?

Marcus Alan Ashworth's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUECHIP WEALTH ADVISORS LLC?

BLUECHIP WEALTH ADVISORS LLC has approximately 8 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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