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Paul Michael Ashcraft

Ashcraft Wealth Advisors LLC

Auburndale, FL

CRD 6416129

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Employer firm

Ashcraft Wealth Advisors LLC CRD 173658

$3.77M regulatory AUM 46 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Ashcraft Wealth Advisors Llc

Auburndale, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-02-11
  • FL RA
    APPROVED
    Since 2015-02-11

Branch Locations

Auburndale, FL • 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
Ashcraft Business Advisors Auburndale FL 01/2010 Present
Ashcraft Wealth Advisors Llc Auburndale FL 11/2014 Present
Other Businesses

Paul Ashcraft is a licensed insurance agent Paul Ashcraft is the registered agent for G & S Family Hospitality Services, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-02
  • S65 Uniform Investment Adviser Law Examination
    2014-10-02

View on SEC IAPD

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