Investment adviser representative · Kingsview Wealth Management, LLC
Ashli B. Newcomb
CRD 6096456 · Grants Pass, OR
At a glance
Ashli B. Newcomb is an investment adviser representative with Kingsview Wealth Management, LLC in Grants Pass, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ashli’s SEC record dates to 2014, about 12 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Kingsview Wealth Management, LLCSince March 2022Grants Pass, OR · $9.0B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ashli’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.