Ashley Burrell, financial advisor Birmingham AL

Ashley Burrell

CRD 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.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA May 2016 - Current 4
Meld Financial, Inc. Birmingham, AL May 2016 - Current 4
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
Bama Bounders Tuscaloosa, AL May 2012 - Aug 2012 < 1
University Of Alabama Tuscaloosa, AL Nov 2011 - Jul 2012 < 1
American Eagle Outfitters Tuscaloosa, AL Oct 2010 - Jan 2012 1

Ashley Burrell has no recent exams reported.
Contact Info for Ashley R. Burrell
Phone Number: 205-967-4200
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    418
    MILLIONS
  • Total Number of Accounts
    1,316
    ACCOUNTS
  • Average Account Value
    $317,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, FL, GA, IN, MS, NC, SC, TN, TX, VA

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