Ashley Gallion, financial advisor Morganton NC

Ashley Gallion

CRD Number: 5138250
Current Firm: First Citizens Investor Services, Inc.

Ashley Gallion (CRD# 5138250) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Morganton, NC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Sep 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Ashley M. Gallion
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,527
    MILLIONS
  • Total Number of Accounts
    5,949
    ACCOUNTS
  • Average Account Value
    $256,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI, WV

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