Mark B Ashford

Current Employers

Employment History

• 07/2008 → 12/2017
  Lincoln Financial Securities
  Morristown, TN
• 08/2017 → Present
  (Dba) Wmg Financial Advisors
  Morristown, TN
• 02/2003 → 12/2017
  Lincoln Financial (Former Jefferson Pilot Financial)
  Morristown, TN
• 05/2005 → Present
  The Ashford Group
  Morristown, TN
• 12/2017 → 12/2022
  Concourse Financial Group Securities, Inc.
  Morristown, TN
• 12/2017 → Present
  (Dba) Legacy Wealth Management
  Morrisontown, TN

Previous Registrations

• 2004-01-28 → 2017-12-17
  Osaic Fs, Inc.
  Morristown, TN
• 2004-05-25 → 2014-07-29
  Independent Advisers Group Corp
  Morristown, TN

Other Businesses

(dba) WMG FINANCIAL ADVISORS; Investment Related; 923 West 1st North Street, Morristown, TN 37814; Investment Advisory; Agent; Start Date 09/2017; 40 hours per month with those 40 hours per month occurring during trading hours; Advisory services are offered. >> (dba) LEGACY WEALTH MANAGEMENT; Investment Related; 923 West 1st North Street, Morristown, TN 37814; Insurance; Agent/Owner; Start Date 12/2017; 40 hours per month with those 40hours per month occurring during trading hours; Offer insurance related products and financial planning advice to clients. >> THE ASHFORD GROUP; Investment Related; 923 West 1st North Street, Morristown, TN 37814; Insurance; Agent/Owner; 40 hours per month with those 40 hours per month occurring during trading hours; Offer Accident/Health, Disability, Annuity (Fixed and Indexed), Long-Term Care, Commission-Based Group Benefits and Traditional Life insurance products. Executor for the estate of William I. Marsh; 2215 Essex Lane Morristown TN 37814; 2025-11-24; 4 Hours per month devoted to business during trading hours; 4 Hours per month devoted to business outside trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1998-02-12

Other Names

• Mark Barron Ashford