Ashley Liddell, financial advisor Austin TX

Ashley Liddell

CRD 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.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
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
Contact Info for Ashley E. Liddell
Phone Number: 512-306-7400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    743,327
    MILLIONS
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $1,418,562,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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