Ashlyn Smith (CRD# 7351757) is an Investment Advisor Representative working at Liberty Private Client, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Private Client | Fort Myers, FL | Jan 2023 - Current | 1 |
| Jp Morgan And Chse | Newark, DE | Jul 2022 - Jan 2023 | < 1 |
| The Vanguard Group | Malvern, PA | May 2021 - Jun 2022 | 1 |
| Evolve Ip | King Of Prussia, PA | Jun 2020 - May 2021 | < 1 |
| Student | Phoenixville, PA | Jan 2013 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- FL
- PA
-
Total Assets Under Management220MILLIONS
-
Total Number of Accounts289ACCOUNTS
-
Average Account Value$761,353
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, PA
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