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Ashli Brooke Newcomb

Kingsview Wealth Management, LLC

Grants Pass, OR

Paris, TN

CRD 6096456

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Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-03-04
TX RA APPROVED 2022-03-04
  • TN RA
    APPROVED
    Since 2022-03-04
  • TX RA
    APPROVED
    Since 2022-03-04

Branch Locations

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

117 East Wood Street Suite B, Paris, TN 38242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2014 03/2022
Kingsview Wealth Management Llc Paris TN 03/2022 Present
Kingsview Partners Llc Grants Pass OR 03/2022 Present
Previous Registrations
  • 2014-03-17 → 2022-03-07
    Edward Jones
    Paris, TN
    Maryland Heights, MO
    Maryland Heights, MO
    Paris, TN
    Paris, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-14
  • S66 Uniform Combined State Law Examination
    2014-03-14
Designations
  • Chartered Financial Consultant
Other Names
  • Ashli Brooke Scott

View on SEC IAPD

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