Ashley TrlicaCRD Number: 5158885
Current Firm: Linscomb & Williams
Ashley Trlica (CRD# 5158885) is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has 1 year of experience in the finance industry. Ashley Trlica 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Linscomb & Williams Inc.||Houston, TX||Jun 2014 - Current||8|
|Tanglewood Legacy Advisors||Houston, TX||Apr 2013 - May 2014||1|
|Bbva Wealth Solutions||Houston, TX||Jun 2006 - Mar 2013||6|
Total Assets Under Management4,697MILLIONS
Total Number of Accounts5,504ACCOUNTS
Average Account Value$853,300
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, KY, LA, MD, NC, NY, OR, PA, SC, TN, TX, VA, WA
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