Ashley McNeely, financial advisor Colorado Springs CO

Ashley McNeely

CRD Number: 6197552
Current Firm: Cetera Advisors LLC

Ashley McNeely (CRD# 6197552) is an Investment Advisor Representative working at Cetera Advisors LLC in Colorado Springs, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC St Cloud, MN Mar 2021 - Current < 1
Unemployed Colorado Springs, CO Jan 2021 - Mar 2021 < 1
Infinitus Systems San Francisco, CA Nov 2020 - Jan 2021 < 1
Unemployed Colorado Springs, CO May 2020 - Nov 2020 < 1
Thrivent Financial Appleton, WI Oct 2019 - May 2020 < 1
Thrivent Investment Management Inc. Colorado Springs, CO Aug 2019 - May 2020 < 1
Crunch Fitness Colorado Springs, CO Mar 2017 - Mar 2020 3
Thrivent Financial Appleton, WI Aug 2019 - Oct 2019 < 1
Unemployed Colorado Springs, CO May 2019 - Aug 2019 < 1
Allied Wealth Financial Group Colorado Springs, CO Jan 2019 - May 2019 < 1
T. Rowe Price Colorado Springs, CO Sep 2017 - Nov 2018 1
Colorado Springs Neurological Associates Colorado Springs, CO Jun 2017 - Sep 2017 < 1
Unemployed Colorado Springs, CO Apr 2017 - Jun 2017 < 1
Anytime Fitness Santa Fe, NM Sep 2016 - May 2017 < 1
Institute Of American Indian Arts Santa Fe, NM Jan 2015 - May 2017 2
Southwestern Ear, Nose And Throat Santa Fe, NM Mar 2015 - Apr 2017 2
Robert Half Santa Fe, NM Dec 2014 - Mar 2015 < 1
Career's First Santa Fe, NM Oct 2014 - Nov 2014 < 1
Campbell & Associates Santa Fe, NM May 2013 - Sep 2014 1
Rosewood Inn Of The Anasazi Santa Fe, NM Jun 2010 - Apr 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2017
S66 NASAA Uniform Combined State Law Examination Oct 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ashley McNeely
Phone Number: 800-929-3485
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    18,443
    MILLIONS
  • Total Number of Accounts
    68,001
    ACCOUNTS
  • Average Account Value
    $271,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States

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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