Ashley Bowling (CRD# 7515683) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cahaba Wealth Management | Atlanta, GA | Jun 2020 - Current | 3 |
| Auburn University | Auburn, AL | Aug 2018 - May 2020 | 1 |
| Bertucci's Italian Restaurant | Braintree, MA | May 2018 - May 2020 | 2 |
| Auburn University | Auburn, AL | Aug 2016 - May 2020 | 3 |
| Auburn University | Auburn, AL | Aug 2017 - May 2018 | < 1 |
| Massachusetts General Hospital | Boston, MA | May 2017 - Aug 2017 | < 1 |
| Commonwealth Advisory Group | Newton, MA | Jun 2016 - Aug 2016 | < 1 |
| Milton High School/milton School District | Milton, MA | Jan 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- AL
-
Total Assets Under Management1,496MILLIONS
-
Total Number of Accounts674ACCOUNTS
-
Average Account Value$2,220,216
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, IN, LA, MS, NC, SC, TN, TX, VA
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