Ashley Bleckner (CRD# 6556257) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and the greater Orange County area has over 4 year of experience in the finance industry. Ashley Bleckner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellevest | New York, NY | Apr 2019 - Current | 5 |
| Rs Crum Inc. | Newport Beach, CA | Sep 2015 - Current | 8 |
| Patrick J's | Columbus, OH | Feb 2015 - Aug 2015 | < 1 |
| Student | Bryn Mawr, PA | Feb 2015 - Aug 2015 | < 1 |
| Tdc Companies | Maumee, OH | Jan 2012 - Feb 2015 | 3 |
- NY
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Total Assets Under Management1,903MILLIONS
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Total Number of Accounts144,143ACCOUNTS
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Average Account Value$13,199
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY
R.S. Crum Inc. is a fee-only wealth advisory firm. Our services are directed primarily toward individuals or families who have accumulated significant net worth. For information regarding a specific service, please contact one of our advisors. SEC Disclosure: Investment advisory services offered through R.S. Crum Inc., a registered investment advisor. Treasury Circular 230 Disclosure. In order to comply with requirements imposed by the Internal Revenue Service, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Privacy Notice. This message is intended for the person or entity to which it is addressed and contains information that may be confidential or exempt from disclosure law. You are hereby notified that copying or any use of this communication, except in accordance with its intended purpose, is strictly prohibited.
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