Ashlyn Reece, financial advisor Lufkin TX

Ashlyn Reece

CRD Number: 6852616
Current Firm: Commonwealth Financial Network

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.

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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
Contact Info for Ashlyn N. Reece
Phone Number: 781-736-0700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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