Baileigh Ashbrook (CRD# 7183266) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Dodge, IA and has over 3 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Dodge, IA | Nov 2023 - Current | < 1 |
| Royal Alliance | Fort Dodge, IA | Sep 2019 - Nov 2023 | 4 |
| Petersen Financial Lllc Planning | Fort Dodge, IA | Sep 2019 - Nov 2023 | 4 |
| Central Financial Group | Fort Dodge, IA | Feb 2019 - Mar 2023 | 4 |
| Le-vel | Fort Dodge, IA | Mar 2014 - Jul 2020 | 6 |
| Tropical Smoothie Cafe Fort Dodge | Fort Dodge, IA | May 2020 - Jun 2020 | < 1 |
| Woodruff Construction | Fort Dodge, IA | Jun 2017 - May 2020 | 2 |
| Express Logistics | Waukee, IA | Dec 2014 - Jun 2017 | 2 |
| Saints Pub And Patio | West Des Moines, IA | Jun 2014 - Jun 2016 | 2 |
| Brick House Frozen Yogurt | Cedar Falls, IA | Jun 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- IA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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