Emily Ashton, financial advisor Houston TX

Emily Ashton

CRD 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.

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Nxt:gen Financial Planning
Company Name Location Dates Years
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
Contact Info for Emily Ashton
Phone Number: 713-391-8044
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $964,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

TX

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