Inka Ashley-Lassen (CRD# 2973299) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Atlanta, GA and has over 24 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 |
|---|---|---|---|
| Transamerica Investors Securities Corporation | Atlanta, GA | Feb 2018 - Current | 6 |
| Transamerica Retirement Solutions | Atlanta, GA | Feb 2018 - Current | 6 |
| Unemployed | Atlanta, GA | Feb 2017 - Feb 2018 | 1 |
| Suntrust Advisory Services | Atlanta, GA | Sep 2016 - Feb 2017 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Sep 2015 - Feb 2017 | 1 |
| Principal Life Insurance Company | Atlanta, GA | Dec 2014 - Aug 2015 | < 1 |
| Princor Financial Services Corporation | Atlanta, GA | Dec 2014 - Aug 2015 | < 1 |
| Traveling | Barcelona, | Jul 2014 - Dec 2014 | < 1 |
| Bank Of America, N.a. | Atlanta, GA | Apr 2014 - Jul 2014 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, GA | Apr 2005 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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