Ashlea AyerCRD Number: 6111411
Current Firm: Suntrust Advisory Services, Inc.
Ashlea Ayer (CRD# 6111411) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Fort Lauderdale, FL and has over 5 years of experience in the finance industry. Ashlea Ayer 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Suntrust Advisory Services||Atlanta, GA||Aug 2016 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Sep 2012 - Current||5|
|Suntrust Bank||Coral Springs, FL||Sep 2012 - Current||5|
|Suntrust Bank||Coral Springs, FL||Dec 2007 - Sep 2012||4|
|Thyssen Krupp Elevator||West Palm Beach, FL||Aug 2010 - Dec 2010||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management17,726MILLIONS
Total Number of Accounts37,178ACCOUNTS
Average Account Value$476,799
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV