Ashleigh AngelleCRD Number: 5884619
Current Firm: Msi Financial Services, Inc.
Ashleigh Angelle (CRD# 5884619) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Lafayette, LA and has over 4 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Metlife Securities Inc.||Metairie, LA||May 2012 - Current||5|
|Ul-lafayette||Lafayette, LA||May 2009 - Current||8|
|Pma For Gerard Patin||Lafayette, LA||Jan 2011 - May 2012||1|
|St. Genevieve School||Lafayette, LA||Aug 2011 - Oct 2011||< 1|
|Teurlings Catholic High School||Lafayette, LA||Jun 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV