Ashley Gragtmans, financial advisor Asheville NC
89 score

Ashley Gragtmans

CRD Number: 6250061
Current Firm: Parsec Financial Management, Inc.

Ashley Gragtmans (CRD# 6250061) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Parsec Financial Management Inc. Asheville, NC Jul 2013 - Current 3
Parsec Financial Management Inc. Asheville, NC Oct 2010 - Jul 2013 2
International Automotive Components Old Fort, NC Jul 2010 - Oct 2010 < 1
Parsec Financial Management Inc. Asheville, NC May 2010 - Jun 2010 < 1
University Of North Carolina-asheville Asheville, NC Aug 2005 - May 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Ashley M. Gragtmans
Phone Number: 828-255-0271
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,722
    MILLIONS
  • Total Number of Accounts
    4,452
    ACCOUNTS
  • Average Account Value
    $386,855
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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