Ashley BurrellCRD Number: 6494331
Current Firm: Meld Financial, Inc.
Ashley Burrell (CRD# 6494331) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has 1 year of experience in the finance industry. Ashley Burrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Triad Advisors, Inc.||Norcross, GA||May 2016 - Current||6|
|Meld Financial, Inc.||Birmingham, AL||May 2016 - Current||6|
|University Of Alabama||Tuscaloosa, AL||Jul 2015 - May 2016||< 1|
|Zoes Kitchen||Tuscaloosa, AL||Jan 2013 - Jan 2016||3|
|Tropical Sno Huntsville||Huntsville, AL||Jun 2014 - Oct 2014||< 1|
|Advocare||Tuscaloosa, AL||Jul 2012 - Jul 2014||2|
Total Assets Under Management586MILLIONS
Total Number of Accounts1,516ACCOUNTS
Average Account Value$386,507
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA
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