Emily AshtonCRD Number: 5815779
Current Firm: Kdk Private Wealth Management
Emily Ashton (CRD# 5815779) is an Investment Advisor Representative working at Kdk Private Wealth Management in Houston, TX and has over 9 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Kdk Private Wealth Management||Houston, TX||Jan 2019 - Current||3|
|Ashton Family||Montgomery, TX||May 2017 - Jan 2019||1|
|Kanaly Trust Company||Houston, TX||Nov 2014 - May 2017||2|
|Ashton Family||Montgomery, TX||May 2014 - Nov 2014||< 1|
|Northwestern Mutual||The Woodlands, TX||Nov 2013 - May 2014||< 1|
|Northwestern Mutual||Nashville, TN||Sep 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management149MILLIONS
Total Number of Accounts154ACCOUNTS
Average Account Value$964,781
- A percentage of assets under your management
- 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)
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