Ashlyn Reece (CRD# 6852616) is an Investment Advisor Representative working at Commonwealth Financial Network in Lufkin, TX and has over 4 years of experience in the finance industry.
CRD# 6112979
11 Financial
CRD# 6286247
Sanctuary Advisors, LLC
CRD# 1919595
Sanctuary Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | San Diego, CA | Jun 2023 - Current | < 1 |
The Advanced Financial Group | Lufkin, TX | Jun 2023 - Current | < 1 |
Commonwealth Financial | Waltham, MA | Jan 2023 - Jun 2023 | < 1 |
Raymond James & Assciates, Inc. | The Woodlands, TX | Feb 2020 - Jan 2023 | 2 |
Woodlands Securities Corporation | The Woodlands, TX | Feb 2018 - Feb 2020 | 2 |
The Advanced Financial Group | Lufkin, TX | Aug 2017 - Feb 2018 | < 1 |
City Of Lufkin | Lufkin, TX | May 2014 - Jan 2018 | 3 |
Crown Colony Country Club | Lufkin, TX | May 2013 - Jan 2018 | 4 |
Student | Huntington, TX | Aug 2007 - Dec 2017 | 10 |
Market To Market | Lufkin, TX | May 2015 - Oct 2017 | 2 |
Alexander Lankford & Hiers Cpa | Lufkin, TX | Aug 2016 - May 2017 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2019 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- TX
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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