Ashli Eaves, financial advisor Fulton MO

Ashli Eaves

CRD Number: 7276765
Current Firm: Cambridge Investment Research Advisors, Inc.

Ashli Eaves (CRD# 7276765) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fulton, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2024 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2024 - Current < 1
Lpl Financial LLC Columbia, MO Sep 2021 - Jan 2024 2
Convergence Financial LLC Columbia, MO Sep 2021 - Jan 2024 2
First State Financial Management Columbia, MO Feb 2021 - Sep 2021 < 1
Northwestern Mutual Investment Services LLC Columbia, MO Sep 2020 - Jan 2021 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2020 - Jan 2021 < 1
University Of Missouri Columbia, MO Jun 2020 - Jul 2020 < 1
Duke Univeristy Talent Identification Program Durham, NC Jan 2019 - Jul 2020 1
Camdenton R3 Camdenton, MO Aug 2012 - May 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2021
Contact Info for Ashli N. Eaves
Phone Number: 641-472-5100
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • 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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