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Ashli Brooke Newcomb

Advisor at Kingsview Wealth Management, LLC — Paris, TN

Updated today

Credentials

ChFC®, Series 66

Experience

12 years

Location

Paris, TN 38242

Kingsview Wealth Management, LLC logo

Kingsview Wealth Management, LLC

Multi-team

Total advisors

116

Across 71 offices

Clients per advisor

105 Very High

Avg AUM per client

$703,115 Typical

HNW client ratio

18% Typical

About

Ashli Newcomb is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Kingsview in 2022, she worked at Edward Jones from 2014 to 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Client services

Based on Kingsview Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Based on Kingsview Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Commissions

Commission from insurance products and futures trading if IARs are licensed; commissions vary

Project-based

Hourly financial planning fees charged, specific rates not stated

Other

Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable

Location

See office

Paris, TN

117 East Wood Street, Suite B

Paris TN 38242

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

12 years of industry experience

Kingsview Partners LLC

2022 - Present • 4 years

Grants Pass, OR

Kingsview Wealth Management Llc

2022 - Present • 4 years

Paris, TN

Edward Jones

2014 - 2022 • 8 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William J

Series 66

Paris, TN

LPL Financial

William Jelks Jr. is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at Commercial Bank and Trust Company and spent eight years with Derksen Portable Buildings. Outside of his advisory role, he serves as a football official in Paris, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew P

Series 63, Series 66

Paris, TN

LPL Financial

Matthew Plumley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Invest Financial Corporation and five years at MSI Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and customized strategies, supported by operational tools such as machine learning, while overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Peter P

Series 63, Series 66

Paris, TN

Edward Jones

Peter Piskos is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and maintains a rental property in Paris, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dick T

Series 66

Paris, TN

Raymond James Financial

Dick Thompson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, First Protective, and Proequities, Inc. He is also associated with FirstBank in Memphis, where he serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Samuel M

Series 66

Paris, TN

Edward Jones

Samuel Mc Daniel is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Forever Communications and Commercial Bank and Trust Company. Outside of his advisory role, he has been a soccer official since 2009 and serves as a board member for the City of Paris Revolving Loan Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Nolan P

Series 66

Paris, TN

Raymond James Financial

Nolan Poteete is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at CB&T Financial and Carroll Bank & Trust, where he also performs teller duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers advisory programs supported by advanced analytical tools and a municipal advisory affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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