Ashley LiddellCRD Number: 5799428
Current Firm: Dimensional Fund Advisors LP
Ashley Liddell (CRD# 5799428) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 11 years of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Dimensional Fund Advisors||Austin, TX||Aug 2021 - Current||1|
|Jpmorgan Distribution Services, Inc.||Tampa, FL||May 2020 - Aug 2021||1|
|Raymond James Financial Services, Inc.||St. Petersburg, FL||Feb 2020 - May 2020||< 1|
|Raymond James & Associates, Inc.||St. Petersburg, FL||Jul 2018 - May 2020||1|
|Raymond James Financial Services||St. Petersburg, FL||Jul 2018 - May 2020||1|
|T Rowe Price||Colorado Springs, CO||May 2010 - Jul 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management743,327MILLIONS
Total Number of Accounts524ACCOUNTS
Average Account Value$1,418,562,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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