Ashley MartinCRD Number: 6259679
Current Firm: Vanguard Advisers, Inc.
Ashley Martin (CRD# 6259679) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Charlotte, NC||Oct 2013 - Current||8|
|Unemployed||Charlotte, NC||Jun 2013 - Oct 2013||< 1|
|Espn||Charlotte, NC||Dec 2012 - Jun 2013||< 1|
|Espn||Charlotte, NC||Apr 2011 - Dec 2012||1|
|Self Employed||Charlotte, NC||Feb 2010 - Nov 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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