Daniel Ashley (CRD# 2549786) is an Investment Advisor Representative working at Signal Securities, Inc. in Benbrook, TX and has over 29 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signal Securities, Inc. | Fort Worth, TX | Sep 2001 - Current | 22 |
| Insurance & Financial Planning | Ft Worth, TX | Jan 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- TX
-
Total Assets Under Management547MILLIONS
-
Total Number of Accounts1,797ACCOUNTS
-
Average Account Value$304,327
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, CA, CO, FL, GA, LA, MA, MO, NC, NV, OH, OK, PA, TX, VA
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