Ashley Irizarry (CRD# 6097783) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bew Bern, NC and has over 10 years of experience in the finance industry.
CRD# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signature Wealth Group | New Bern, NC | Oct 2018 - Current | 5 |
| Southern Tait Holding, LLC | New Bern, NC | Dec 2016 - Current | 7 |
| Little Rosa Properties, LLC | New Bern, NC | Dec 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | New Bern, NC | Aug 2013 - Current | 10 |
| Raymond James Financial Services, Inc. | New Bern, NC | Jan 2013 - Current | 11 |
| Penn Mutual Insurance Company | New Bern, NC | Apr 2019 - May 2020 | 1 |
| A & J Holding, Inc. | New Bern, NC | Oct 2015 - Oct 2018 | 3 |
| Metcalf Associates | New Bern, NC | Jul 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- NC
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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