Marcus Ashworth has been Managing Member of Bluechip Wealth Advisors since May 2009, is a control person of the firm and directly owns 75% or more of it. Marcus Ashworth holds a BS from Valdosta State University and an MBA with an emphasis in portfolio management from Mercer University.
Bluechip Wealth Advisors LLC is a Milton, GA firm with $666M under management, 398 clients and 6 advisers in one office, as of its July 2026 filing.
Marcus Ashworth is co-founder and Managing Partner of BlueChip Wealth Advisors. He has over 23 years of portfolio management and financial planning experience. In his role he is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial solutions.
Marcus Ashworth’s longest registration is the current one, 17 years at Bluechip Wealth Advisors since 2009. Before joining Bluechip Wealth Advisors in 2009, Marcus Ashworth was registered through Triad Advisors, Inc. and LPL Financial Corporation.
- Bluechip Wealth Advisors LLCCurrent– present · 17 yearsMilton, GA · Adviser representative · Firm CRD 150008
- Triad Advisors, Inc.– · under a yearAlpharetta, GA · Adviser representative · Firm CRD 25803
- LPL Financial Corporation– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 6413
- Morgan Keegan & Company, Inc.– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 4161
Investment adviser representative registrations
Marcus Ashworth is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2009.
- GeorgiaSince 17 July 2009
- TexasResidentSince 2 July 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 July 2007 |
| Series 7 | General Securities Representative Examination | 13 March 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 May 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 May 1997 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Marcus Alan Ashworth
- CRD
- 2890387
- Firm
- Bluechip Wealth Advisors · CRD 150008
- Role
- Managing Member
- Office
- 12655 BIRMINGHAM HWY, SUITE 201, Milton, GA 30004
- Registration
- Investment adviser registration
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bcwealthadvisors.com
Where does Marcus Ashworth work?
Marcus Ashworth has been Managing Member of Bluechip Wealth Advisors LLC since May 2009, and is a control person of the firm.
Is Marcus Ashworth a financial advisor?
Yes. Marcus Ashworth has a current investment-adviser registration in Georgia and Texas, through Bluechip Wealth Advisors since July 2009.
How many years of experience does Marcus Ashworth have?
Marcus Ashworth has 29 years in the financial industry, since May 1997, across 4 adviser firms.
What exams has Marcus Ashworth passed?
Marcus Ashworth has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 99TO. The earliest, the Series 6, was passed in May 1997. FINRA credited Marcus Ashworth with the SIE, which began in October 2018.
Where did Marcus Ashworth work before Bluechip Wealth Advisors?
Before Bluechip Wealth Advisors, Marcus Ashworth was registered through LPL Financial Corporation, May 2007 to April 2009; Morgan Keegan & Company, Inc., June 2005 to June 2007.
Where is Marcus Ashworth based?
Marcus Ashworth’s registered office is in Milton, GA.
Is Marcus Ashworth registered with FINRA?
No. Marcus Ashworth has no current broker registration.
How can I verify Marcus Ashworth’s record?
Search CRD 2890387 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marcus Ashworth’s full registration record.
