Ashley Keamo (CRD# 7405208) is an Investment Advisor Representative working at Purposeful Strategic Partners in Alta Loma, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purposeful Strategic Partners | Rancho Cucamonga, CA | Jun 2023 - Current | < 1 |
| Purposeful Strategic Partners | Rancho Cucamonga, CA | Mar 2023 - Jun 2023 | < 1 |
| Dew Wealth Management | Scottsdale, AZ | Aug 2022 - Mar 2023 | < 1 |
| Purposeful Strategic Partners | Rancho Cucamonga, CA | Sep 2021 - Aug 2022 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2021 - Aug 2022 | 1 |
| Goldman Sachs (transaction Surveillance Group) | Salt Lake City, UT | Mar 2021 - Aug 2021 | < 1 |
| Unemployed | Charlston, SC | Jun 2020 - Feb 2021 | < 1 |
| University Of California San Diego | La Jolla, CA | Sep 2018 - Jun 2020 | 1 |
| Ballard Manufacturing | Springville, UT | Aug 2016 - Aug 2018 | 2 |
| Unemployed | Springville, UT | Jun 2016 - Aug 2016 | < 1 |
| Alcalingua Universidad De Alcala | Alcala De Henares, | Oct 2015 - May 2016 | < 1 |
| Qualtrics | Provo, UT | Sep 2014 - Sep 2015 | 1 |
| Brigham Young University | Provo, UT | Aug 2013 - Aug 2014 | 1 |
| Brigham Young University | Provo, UT | Apr 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
-
Total Assets Under Management8MILLIONS
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Total Number of Accounts82ACCOUNTS
-
Average Account Value$96,239
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA
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