George Ashford, financial advisor Edmond OK

George Ashford

CRD Number: 700154
Current Firm: Independent Financial Partners

George Ashford (CRD# 700154) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Edmond, OK Jul 2016 - Current 3
Independent Financial Partners Edmond, OK Jul 2016 - Current 3
Self Oklahoma City, OK May 1987 - Current 32
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Jul 2016 3
Transamerica Occidental Life Co Oklahoma City, OK Nov 1984 - Jul 2016 31
Financial Network Investment Corporation Oklahoma City, OK Feb 1988 - Dec 2012 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
Contact Info for George A. Ashford
Phone Number: 813-341-0960
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    5,384
    MILLIONS
  • Total Number of Accounts
    30,286
    ACCOUNTS
  • Average Account Value
    $177,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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