Marcus Alan Ashworth

Employer firm

Bluechip Wealth Advisors LLC CRD 150008

$666M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 06/2021
  Triad Advisors
  Norcross, GA
• 06/2009 → Present
  Bluechip Wealth Advisors Llc (Fka Ashworth Sullivan Wlth Mgt Gp)
  Alpharetta, GA

Previous Registrations

• 2009-04-20 → 2009-10-19
  Triad Advisors Llc
  Atlanta, GA
  Milton, GA
  Dallas, GA
• 2007-05-29 → 2009-04-15
  Lpl Financial Llc
  Roswell,, GA
  Fort Mill, SC
  Alpharetta, GA
• 2005-06-21 → 2007-06-15
  Morgan Keegan & Company, Llc
  Douglasville, GA
  Alpharetta, GA
  Dallas, GA

Other Businesses

Georgia Pine Plantations, LLC-Non Investment Related-A Timber Farm & Hunting Preserve. Physical address is located in Musella, Georgia (no mailing address available). Business Address: 810 Colonial Lane, Milton, Ga. 30004. Nature of the Business is to grow, maintain, and harvest a sustainable forest of Pine Trees in Central Georgia along with improving the wildlife through farming and hunting related activities. My position is sole owner, farmer, and hunting guide. Typical hours per week range between 5-15 hours mostly spent outside of normal trading hours for most major exchanges. GPP2, LLC-Non Investment Related-A Real Estate Holding Company. Physical Address is 12655 Birmingham Hwy, Suite 201, Milton, Ga. 30004. Nature of the Business is to own and manage the Real Estate for BlueChip Wealth Advisors. My position is owner/operator of the LLC. Number of hours typically required is less than 2 hours per week.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-21

Designations

• Certified Financial Planner

Other Names

• Marcus Allan Ashworth