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ASHTON THOMAS SECURITIES, LLC
ASHTON THOMAS SECURITIES, LLC
ROCHESTER, New York
·
3 registered advisors
·
CRD# 16629
SEC# 801-69225
6
585-424-1234
01
Firm Overview
AUM
$409M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ASHTON THOMAS SECURITIES, LLC
3 registered advisors
Joseph Anthony Lanzisera
ROCHESTER, New York
CRD# 1052572
Tami Ann Wihlen
ROCHESTER, New York
CRD# 2712926
Terrence Patrick Britt
ROCHESTER, New York
CRD# 2165686
05
Office Locations
ROCHESTER, New York
3 advisors
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Data sourced from SEC Form ADV filings. ASHTON THOMAS SECURITIES, LLC (CRD# 16629) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.